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February 26, 2025
Question

Roth Conversion Schedule RS error in Alabama still happening

  • February 26, 2025
  • 1 reply
  • 0 views

Roth conversion is still wrongly calculated by Turbotax for state return. It is doubling the Conversion amount and also not subtracting the deductible portion of the backdoor Roth conversion. I just noticed the error and it was happening in 2023 too - ended up paying extra taxes due to this error and have to file and amendment now.

 

Last years thread discussing this:

1. For Roth Conversion handling by Alabama, The TT screen "Some or All of Your Distribution is Taxable" has two boxes with a big "OR" in between. Why does TT fill both? - Page 2

 

    1 reply

    skaziAuthor
    February 26, 2025

    The error in 2023 Turbo tax which I filed with the error. File Id: 1081628170-60466373

    Error in 2024, which I caught and attempted to correct. File Id: 1081628170-60466373

    March 10, 2025

    Can you provided the 2024 token?  The two provided above is the same token.  I'd like to look at both files.  

     

    @skazi 

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