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March 7, 2025
Question

Suggested rewording for prompts when rolling over traditional IRA to Roth IRA

  • March 7, 2025
  • 1 reply
  • 0 views

 This is more a feedback to Intuit but this is only place I could find to give the suggestion -

When answering the question for the 1099R when rolling over to a Roth IRA with the present questions you should not pick -

rolled over all this money to another traditional IRA or other retirement account

 

You presently have to pick 

did a combination of rolling over, converting, or cashing out the money

 

Originally picked the wrong one (since I was rolling over from one retirement account (traditional) to another retirement account (Roth). Suggest a rewording and/or 3rd choice (such as rolling over to a Roth) to avoid confusion. 

    1 reply

    CatinaT1
    March 7, 2025

    We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. 

     

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    If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:

     

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