Re: Changing my refund based on the amount remaini...
Level 15

Retirement tax questions

Yes, a "rollover" IRA is a traditional IRA that much be included in the year end balance that you enter into TurboTax.  Including this large IRA as you are required to do will make your Roth conversion mostly taxable. with a large portion of your remaining basis in traditional IRA contributions to be distributed proportionately with each future distribution from your traditional IRAs, including distributions from your large IRA.

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