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Get your taxes done using TurboTax
Using that process places the $12.10 in line B2 as a traditional IRA rollover and shows $1.35 in line B4 as an amount that may be rolled or converted to a Roth IRA. Nothing shows up in line B6.
It also is flowing $1 to my F8606 as a traditional IRA conversion to my Roth in line 18.
I'm thinking more and more the 1099R was issued incorrectly as a taxable distribution. Perhaps it shouldn't have been issed at all.
‎February 16, 2025
1:04 PM