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Retirement tax questions
Yes, please review the instructions. After you enter the Form 1099-R you need to indicate in the follow-up questions that this was a conversion. Also make sure that your Form 1099-R entry has the IRA/SEP/SIMPLE box checked.
Your lines 1, 2, and 3 entries on Form 8606 seems to be correct.
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‎April 5, 2025
5:10 AM