Get your taxes done using TurboTax

Thanks for the quick responses.  As noted, some of the online resources on this are confusing.

Here are real numbers, rounded. I made a Roth conversion in March of $60,000. I  need to make a $50,000 RMD for 2022. There is plenty left in the IRA.  So if I understand what you are saying, here is the best / easiest way to handle this:

 

Take the RMD before year end. When filing taxes, the 1099-R forms don't make a distinction about timing as long as the RMD is fully taken out, and of course, not converted. When filing taxes don't do any special treatment and everything should be fine.