DavidD66
Expert Alumni

Retirement tax questions

According to you and the Form 1099-R, it is a taxable distribution.  After you entered your Form 1099-R, there are a series of questions,  there is a page with "Tell us if [you] moved the money through a roll over or conversion".  Make sure you indicate "I converted some or all of it to a Roth IRA".  On the next page make sure you answer "Yes, all of this money was converted to a Roth IRA".  You should see your $20,000 on line 4.b. of your Form 1040 as a taxable distribution.  

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