- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Just enter the 1099-R and say you "moved the money" and did a "combination of things" and enter the conversion amount in the lower box. That will be a taxable distribution or partly taxable if you have a after-tax basis in the IRA.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 19, 2021
1:16 PM