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Retirement tax questions
Thank you for responding to my returning RMD and so quickly about having the full return and then converting that amount to a Roth IRA, my 1099R had both totaled on that one form. You tell me that I have to split it, so do I ask my financial institutions to split the transaction into two 1099Rs??? or do I take half of the issued 1099R and treat it as one, and do the same with the other? Evergreens
‎February 5, 2021
8:32 AM