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Retirement tax questions
Folks should just be referring here, tho there is a small update still needed for desktop 1099R steps but just follow the on-screen questions.
@DaveF1006 @AnnetteB6 looks like this has been updated this week not sure all the changes, but the following for desktop still not matching the 2025 updates - things should actually be simpler as it looks like desktop has been updated to match online question flow.
7. Select I moved the money to another retirement account (or returned it to the same retirement account) on the What Did You Do With The Money From This Payer? screen.
8. Select I did a combination of rolling over, converting, or cashing out the money. Then, enter the full amount in the box next to Amount converted to a Roth IRA account and Continue.