DanaB27
Expert Alumni

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:

 

  1. Click on the "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. On the "Review your 1099-R info" screen click "Continue"
  4. 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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