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Retirement tax questions
This is what I would suggest
- Delete your original 1099R input entry and start from scratch.
- On the search bar in the upper right hand corner, type in 1099R
- Enter the information exactly as it is showing from your 1099R with Box 7 indicating that it is a normal distribution
- Don't check off the box that this is an IRA.
- You'll hit continue for a couple of screens untill you get to this screen
6- To which you will answer I moved the money to another retirement account, and then further down the screen, you will enter the amount of how much was converted to a Roth IRA account
7-.And sure enough, the partial amount of distribution that was rolled over to the Roth IRA will seamlessly flow through to Form 1099-R , Line item B2 like this
[Edited 02/21/2024:15 pm PST]
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‎February 20, 2024
2:27 PM