- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
As long as you actually did mark the IRA/SEP/SIMPLE box, it seems that you did not properly indicate the Roth conversion when entering the code-7 form 1099-R. You need to indicate that you moved the money to another retirement account, that you did a combination of rolling over, converting and cashing out, then indicate that you converted $20,000 to Roth.
‎October 27, 2022
7:59 PM