JohnB5677
Expert Alumni

Get your taxes done using TurboTax

Please clarify your question.

 

  • Did you take a total of $50,000 out of thee account?
    • $35,000 RMD
    • $15.000 Other
  • Or did you want to convert $15,000 of the $35,000?
  • 20% is the required withholding.
  • Did you have $10,000 withheld?
  • Did you have $3,000 of $15,000 withheld?
  • Did you get a check and then contribute to the ROTH?
  • Did you have Schwab place it directly into an account?

Please contact us again to provide some additional details. 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"