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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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March 3, 2025
5:48 PM