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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.
‎December 13, 2022
1:10 PM