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Retirement tax questions
1. Yes.
2. Correct.
3. No, the $9600 is not a contribution, it's a rollover. Make sure you tell the plan that it is a rollover/conversion and not a contribution. You have 60 days from rolling over the main portion to send in the extra $9600. Just tell the Roth trustee that this is a rollover, they don't need to know it is part of the other conversion. Because this counts as an "indirect rollover", you can only do this once per 365 days.
4. When you enter the 1099-R, Turbotax will ask what did you do with the money. You answer that it was all converted to a Roth.
If you don;t have withholding, you can probably avoid a penalty by including form 2210 with schedule AI on your tax return. This form tells the IRS that although your tax payments were uneven, your income was also uneven.
Also note (for future conversions) that the timing rules work in your favor if you do the conversion between January and March. If you convert between January 1 and March 31, you don't need do withholding, and instead you owe 1/4 the estimated amount on April 15, June 15, Sept 15 and Jan 15. That allows you to hold some of the money back and invest it elsewhere in the mean time.