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February 19, 2020
Question

The software has no place to identify ira withdrawl as a roth conversion. why? the foreign tax errors every year how do I fix it why?

  • February 19, 2020
  • 1 reply
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the software has no place to identify a withdrawl from an ira rollover a/c into a roth . why?

1 reply

JohnB5677
February 20, 2020

I expect that you received a 1099-R.  After you've posted the information there are a series of questions.  One question is "What did you do with the money?".  You should select "You moved the money to another retirement account ...".  You can the post the conversion.

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