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Get your taxes done using TurboTax
Thank you so much for the reply.
Oddly my 4th 1099-R box 1 and 2a are the same but 2b "taxable amount not determined" is checked. Box 4 has the taxes withheld amount and box 7 is code 2 with the IRA/SEP/SIMPLE checked. I was confused if this was the Roth Conversion but looking through my financial institution's documents, they list the Roth Converted amount as 1/2a minus box 4 so it's got to be the conversion.
‎February 7, 2025
9:13 AM