Ref: page 41 of IRS Pub 590-A
Ref: page 19 of instruction for form 1099-R
This 1099-R represents a conversion form a traditional IRS to a Roth IRA
I have a 1099-R with Box 7 = 7 and IRA/SEP/Simple box checked
This seems correct based on option (b) "for a Roth conversion if at least 59 1/2"
But the ROTH contributions for 2025 are listed as excess since this particular distribution is not subtracted in line 2 of the MAGI for Roth IRA purposes worksheet.
I can't find the worksheet within desktop TurboTax deluxe.
Your help is appreciated.
