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Retirement tax questions
If your spouse did a Roth conversion from your spouse's traditional IRA, perhaps you failed to mark the IRA/SEP/SIMPLE box on TurboTax's 1099-R form reporting the distribution from the traditional IRA. Also make sure that the 1099-R form in TurboTax was assigned to the correct spouse.
‎February 12, 2024
6:47 PM