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Get your taxes done using TurboTax
TurboTax for 2024 is confusing. I was trapped in that same scenario until Volvo Girl pointed me in the right direction for the Roth conversion.
If you received only one 1099-R for all three, I assume the RMD, QDD, and the Roth conversion are reported separately on the 1099-R???
As Volvo Girl suggested, I found that entering the QCD as a separate RMD made it easier to answer the questions rather than dividing it within the normal RMD.
For the Roth IRA conversion, also enter that as a separate 1099- R. Do you see Volvo Girl's solution above for the Roth conversion?
‎February 11, 2025
2:59 PM