Yes, my spouse took all of her RMD in 2024, and converted some funds to Roth.
I also took all of my RMD in 2024, also converting.
We converted with funds not associated with TIRA's.
I took my RMD from 2 TIRA's, taking all from one (and closed it) and some from another.
The steps posted by @DanaB27 worked for me but I fail to understand, even tho 5329 is FYI only, why I have that form and she does not when we both converted some funds to our Roth's.
Since the 5329 isn't filed it's a moot point, it simply confuses me that TTax is handling it this way.
