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Get your taxes done using TurboTax
Correct, RMDs cannot be rolled over or converted but any additional funds above the RMD can be converted to Roth IRA.
Therefore, a conversions doesn't have an RMD.
Please note, I cannot see your attachment.
If you took all your required RMD please make sure you indicate this at the end of the retirement interview:
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Review your 1099-R info" screen click "Continue"
- On the "Did You Miss a Required Distribution From Any Retirement Accounts?" select "None of these plans failed to withdraw the RMD"
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February 23, 2025
1:55 AM