About juliehni

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Re: Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7)...

After manually filled in all the required information in the 1099R, it came up the RMD Q. We did the RMD first (in March,2025) and then IRA to Roth IRA conversi...

juliehni

Updated Apr 17, 2026
Re: Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7)...

In addition, in the Form 1099 worksheet, the B4 conversion section is locked, checked B5 - in Red.I think the TurboTax did not treat this as a conversion; but a...

juliehni

1

Updated Apr 17, 2026
Re: Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7)...

Thanks for your quick reply.I deleted the Form 1099 and I did key in (skip import) everything again in the 1099R: Box 1, 2a, check 2b - Taxable amount not deter...

juliehni

3

Updated Apr 17, 2026
Re: Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7)...

Thanks for your reply.There is no Qs at all after checking the unusual situation. It just finished the 1099R section. Not sure why TurboTax did not treat this a...

juliehni

5

Updated Apr 17, 2026

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Date Registered	‎May 10, 2021 12:57 PM
Date Last Visited	6 hours ago
Total Messages Posted	5

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