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So I entered all that into TT. Btw, I have TT Premier. TT then asked a 3-part "What did you do with the money?" to which I answered that DH:
- Moved it to another retirement account,
- Did a combination of rolling over, converting, or cashing out,
- Entered the amount converted to a Roth IRA (which was, in his case, the total amount from boxes 1 and 2 on the 1099-R)

Thank you. That was it. I had missed checking that box, and so I never got to the following screen. I have it now, and it generated the proper form, so all is good, and it looks like I can eFile now.

I knew I was missing something, and I knew the folks here would figure it out.
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