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Get your taxes done using TurboTax
There are no limits on the frequency or amounts of Roth conversions. All of the Roth conversions that you do from a particular traditional IRA will be combined on a single Form 1099-R (except in the case where you reach age 59½ between the conversions and the codes in box 7 of the Forms 1099-R will need to be different due to the difference in your age at the time of the conversion).
August 4, 2023
1:08 PM