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Get your taxes done using TurboTax
It's correct that this Form 1099-R has the same amount in box 2a as is in box 1. Enter this form as received.
Be sure to click the Continue button on the page that lists the Forms 1099-R that you have entered and answer whatever questions follow. TurboTax will prepare Form 8606 to calculate the actual taxable amount of your Roth converion.
March 1, 2022
5:51 PM