I have searched everywhere I could think of on the TurboTax site for a way to provide feedback to Intuit and could find nothing. Does any feedback page exist anywhere.
My feedback to Intuit is not anything the community can address.
You'll need to sign in or create an account to connect with an expert.
You can contact a TurboTax customer service chat at TurboTax Customer Service Chat Room
Thanks JohnB5677, but Intuit chatbot couldn't understand the question/issue and sent me to a Tax Accountant. I had to pay for if I wanted to continue.
I don't need a Tax Accountant.
If you would like to share your question, I'll do what I can. I'll be leaving soon, but will be back tomorrow
Post your answer wit @JohnB5677
Hi JohnB5677,
After completing my tax return the last page displayed was a feedback form to Intuit. I used that mechanism to share my concerns with them.
Thanks
Dear Sirs,
I have an issue about IRA contribution. Your software said during the period 1/1/26 – 4/15/26, if I contributed 7000 for 2025 to a non-deductible IRA account and waited for 1 week then converted it to a Roth IRA.
According to my broker (Charles Schwab), it restricted the money for 1 week to allow me making converting. Your software said it is a recharacterization and suggested me move money back to a traditional IRA. Otherwise, it will cause 6% penalty every year.
And my search said once you convert a non-deductible traditional IRA to a Roth IRA, you cannot move it back to a traditional IRA. Please modify your 2026 software.
I just ignore it because 1099B for 2025 convert will be issued by 2026
In January 2026, I contribute 7,000 and 7,500 for 2025 and 2026. My broker restricted the money for 1 week to allow me converting it to my Roth IRA account. Your system said that it means that you first contributed money to a traditional IRA, but then later moved your money to a Roth IRA. This is sometimes referred to as a "recharacterization." A recharacterization such as this is different from a Roth conversion because your Roth IRA contribution is for the same year as the original traditional IRA contribution. So, the money would be both contributed to the traditional IRA and subsequently moved to the Roth IRA during the time period of January 1, 2025 until April 15, 2026 unless you file an extension in which case you would have until October 15, 2026.
According to my broker’s action, it was a conversion not a recharacterization. And my research said once you convert a non-deductible traditional IRA to a Roth IRA, you cannot move it back to a traditional IRA. In Feb. 2027 my broker will issue 1099 B to me for 2025 and 2026 conversions. When filing 2026 income tax return, I will have problem with your software. Please remember to modify your 2026 software about IRA contribution when you make it. Broker was only held money for 1 week. Then I can convert the money.
TurboTax can handle Roth conversions from nondeductible Traditional IRAs.
The instructions for tax year 2025 can be found here, and will be updated for 2026 if needed.
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