DanaB27
Expert Alumni

Retirement tax questions

To clarify, you received 2 Form 1099-R (one for your wife and one for you) and entered those into TurboTax. The distribution is more than your RMD and the extra you converted to Roth (you are not allowed to convert RMD). And the total distribution amount isn't showing correctly on line 4 Form 1040-SR? 4a should be the total distribution, 4b should be the taxable part.

 

Please be aware, conversions are taxable if you only had pre-tax funds.

 

 

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