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Get your taxes done using TurboTax
Both 1099-Rs had a 7 in box 7.
I did select two different options:
For the ROTH conversion, I selected the option for "I rolled it over to another account" and selected ROTH and selected none of the distribution as RMD.
For the normal distribution I selected "I did something else with the money" and classified the entire distribution as RMD.
‎February 7, 2022
1:49 PM