Log back into your 1099-R
- Enter 7 in Box 7
- Do you have info in Box 2a or Box 2b? = Yes/No
- Do any of these situations apply to you? = None of these apply
- How much of the $XX, XXX was an RMD? = None of this withdrawal was a RMD
- Tell us if you moved the money through a rollover or conversion = I converted some or all of it to a Roth IRA
- Continue the interview
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