welby-tim
New Member

Retirement tax questions

Thank you @SabrinaD2 .

 

I know that all of $7,000 transfer qualifies for the tax free treatment per the above. When you say "adjust the amount reported", are you referring to what I enter in the "Traditional and Roth IRA Contributions" in TurboTax? If so, I believe I'd need to enter $0 in my case.