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Get your taxes done using TurboTax
OK, then just answer Yes when asked during the entry of the Form 1099-R for the portion rolled over to a Roth IRA if it was rolled over to a Roth IRA. The effect of answering Yes causes TurboTax to add this portion to your basis for nontaxable Roth conversions for 2023 for Roth IRA basis tracking purposes in case you even make a nonqualified distribution from your Roth IRAs..
March 3, 2024
8:23 AM