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Retirement tax questions
If you rolled it over yourself, within the 60 days, you should have received a a1099-R. Enter the form in the Retirement section in Wages and Income. Enter it under 1099-R.
As you progress through the interview screen you will be asked what you did with the money. Indicate that you put it in a Roth. You will be taxed on the conversion.
‎February 28, 2022
5:00 AM