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IRA to Roth Conversion
I transferred funds from my IRA to my Roth IRA. Both accounts are help at the same brokerage firm.
I have the 1099-R which I have entered in TTax Premier. However, I have not found anyplace to indicate that it was a conversion, not a rollover (as defined in the TTax Help page). Right now it is not charging me any tax on the amount which I know to be incorrect.
How do I correct this?
‎January 24, 2024
4:51 PM