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Get your taxes done using TurboTax
After entering your 1099-R pay close attention to the follow-up questions.
You'll be asked how much of your distribution was RMD, then how much was transferred to QCD.
Lastly, you'll be asked what you did with the money, where you can indicate how much was converted to a Roth.
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March 19, 2025
4:45 PM