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Investors & landlords
I will try. I only have a single 1099-R for the withdrawals that were made several times throughout the year. I then made the Rollover back to the IRA and Conversion to the Roth IRA within 60 days of the last IRA withdrawal. It seems that TT wants me to split up the IRA withdrawals as separate transactions to coincide with the rollover and/or conversion. Let's see if it makes any difference with manual entry.
‎February 28, 2023
2:15 PM