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Retirement tax questions
@saket1906 wrote:
I checked the option - I converted some or all of it to a Roth IRA when asked with the question -
"Tell us if xxx moved the money through a rollover or a conversion"
That's fine. But you will never get a message about "excess contribution" from a rollover or conversion, no matter how big. You must also have entered a contribution in the IRA deduction section.
March 19, 2025
1:37 PM