Has anyone run into issues doing a backdoor conversion with Schwab this year?
In the past, I would set up the conversion as a transfer, and then would see a warning message that prompted me to convert the account.
This year, when I attempt to set up the transfer, I see the warning message, but no prompt to convert the account. I am then presented with options to proceed with a transfer of funds, including questions about tax withholdings.
Schwab's official documentation suggests that I should see an option to convert the account. Wondering if anyone else is having this issue?