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Get your taxes done using TurboTax
They all ask the same questions about the nature of the distribution that you enter on TurboTax's 1099-R form. You'll indicate that you moved the funds to another retirement account, that you did a combination of rolling over, converting and cashing out (even though you might have converted it all), then enter the amount converted.
‎December 31, 2024
7:29 PM