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!099R lumps Roth conversion and RMD withdrawal in Box 1
I made an RMD withdawal and a Roth conversion from the same account in 2020. Before August I restored the entire RMD withdrawal to the IRA account as permitted by 2020 rules.
Box 1 of my 1099R is a lump sum of the RMD withdrawal and the Roth conversion. I don't see how to use TurboTax to recognize the payback of the RMD and recognize the Roth conversion.
‎January 19, 2021
2:53 PM