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Technically, the Roth Conversion was not a RMD. The RMD from my Traditional IRA plus my QCD exceeded the amount required. The Roth conversion was over and above these. I did get an 1099-R for it.
Do I enter the amount in Box 1 on the 1099-R for Required Minimum Distribution Amount for the Roth conversion?
‎January 30, 2025
3:39 PM