I have a 1099 R for IRA withdrawals. I am 70, this is not a RMD. The multiple withdrawals in 2022 are all designated as "normal distribution" (number 7 on the form). However, some of those distributions were direct Roth conversions (with the same investment company), none of which are noted on the 1099. How do I "fix" that in TurboTax to report part of those distributions as Roth conversions? Thanks.
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After you enter the 1099R it will ask what you did with it. But a IRA to ROTH IRA conversion will still be taxable and show up in the taxable amount on 1040 line 4b.
Thanks. I didn't check the correct box-----clearly my mistake! Thanks.
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