ThomasM125
Expert Alumni

Retirement tax questions

When you indicate that you moved your IRA distribution to another retirement account and did a combination of rolling over, converting and cashing out money, and then enter the amount converted to a ROTH IRA, TurboTax will make the appropriate entry on page two of Form 8606 to report the rollover.

 

 

[Edited 3/6/24 at 11:23 AM PST] @turk1818

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