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Retirement tax questions
The first step to entering a Traditional IRA to Roth IRA conversion is to enter the Form 1099-R that is reporting the distribution from your spouse's Traditional IRA. The follow-up questions after entering the Form 1099-R will indicate what was done with the money from the distribution. That is how you indicate that it was converted to a Roth IRA.
Be sure to indicate whose Form 1099-R you are entering if you have more than to enter.
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‎February 15, 2025
12:56 PM