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Retirement tax questions
Enter the Form 1099-R as received. In the follow-up, indicate the amount that was RMD, then indicate that you moved the money to another retirement account, that you converted some amount to Roth, then indicate the amount converted. With no basis in nondeductible contributions, the entire amount will be taxable income on Form 1040 line 4b.
March 19, 2020
5:04 PM
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