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Retirement tax questions
you did NOT roll the money to another retirement account - answer NO to that question; You did a 'coversion', which is different than 'rolling'
you want to click the button indicating you did a combination rolling, converting and cashing out.
then it is going to ask how much went into a Roth - put the $20,000 here.
that should solve your problem
‎October 14, 2023
4:48 AM