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Retirement tax questions
Thanks for your reply. Distribution code is 4 (Death) since it is inherited IRA account. 401K Plan was converted to IRA BDA plan 2018. This was the first distribution taken. When I entered the 1099R info in Turbo-tax, only question it asked me was if I moved to my own IRA or NOT. No option to say it moved to Roth IRA.
Please guide me how to report IRA BDA distribution converted to Roth IRA.
‎February 28, 2023
6:05 PM