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Get your taxes done using TurboTax
When entering the Form 1099-R, on the page that asks what you did with the money indicate that you moved the money to another retirement account, that you did a combination of rolling over, converting and cashing out, then indicate the amount moved to the Roth IRA. If necessary, delete and reenter the Form 1099-R.
‎January 24, 2024
5:12 PM