Q. What do you think the proper treatment here is?
A. Its all new and I'm no expert. But, I think you've made a mess by not doing a trustee to trustee transfer for the Roth rollover.. Technically, you don't qualify, which will make it taxable. If you plan to leave it alone, yes you'll have to use a workaround in TT. Since it was done in 2025, you may want to look at trying to reverse/undo it and then doing it right
