Thank you for the inputs and .
Entering the total RMD amount on you example really scared me of as in my case, it immediately increased my tax liability by $10K! However on the next page, indicate that Some of the distribution applied to the December 31, 2025 RMD and I entered my number as the amount. Next, select "I converted some or all of it to a Roth IRA," then "No, I converted less ....... and I have my tax liability came back down. What's a relief!
So, you said:
(Oddly, TurboTax now seems to also put the $3,000 on line 4a despite the instructions for Form 1040 saying to leave line 4a blank under these circumstances. However, including it on line 4a has no effect on the rest of your tax return.) That is good to know. Thanks a lots.
