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Get your taxes done using TurboTax
"It seems that the pension might be moved first to the traditional IRA (then the Form 1099-R mentioned in 1 would be correct and you would not need to enter the $0 in box 5). Then you moved the $6,000 nondeductible traditional IRA contribution plus the $1,000 (that came from the pension) to the Roth IRA. Is this correct?"
Yes, this is correct. Sorry it hasn't entirely been clear along the way. It sounds like I should delete and redo the $1000 1099R entry into Turbotax being sure to NOT enter $0 in box 5. I will work on this update soon, thanks!
ā€ˇFebruary 13, 2023
10:28 AM