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Get your taxes done using TurboTax
You might still have a problem. You need to pay the tax on it when you convert to a ROTH. Need to wait for dmertz to reply. He's our go to person.
The whole amount needs to show up on 1040 line 4d as taxable income. After you entered the 1099R did you answer all the follow up questions? It may not ask you the right questions if it is code G for Direct Transfer.
‎January 31, 2020
9:24 AM