You are using IDEAL to resolve a retirement question. What do you say in order to follow the IDEAL call flow?
Place the responses in order of IDEAL.
(To rearrange, hold and drag the tiles)
Did I answer your question today?
I see you re calling with a retirement question. Can you tell me more?
Please give me a moment while I look this up.
You will need to report this in the IRA section in Turbo Tax. I'm going to walk you through what to do.
It sounds like you converted your IRA to a Roth IRA and now you need to how to report that in your taxes, is that correct?
Please give me a moment while I look this up.
I see you're calling with a retirement question. Can you tell me more?
It sounds like you converted your IRA to a Roth IRA and now you need to know how to report that in your taxes, is that correct?
You will need to report this in the IRA section in Turbo Tax. I'm going to walk you through what to do.
Did I answer your question today?