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Retirement tax questions
I had a similar issue. RMD plus regular withdrawal plus Roth conversion and QCD. All except the QCD were reported on the same 1099. When I tried to enter exactly as shown on the 1099 I had a TT message that it couldn't handle that and I would need to report on separatae 1099s. So I entered 3 different 1099s and everything worked correctly. Might give that a try.
ā€ˇFebruary 22, 2019
9:44 AM