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New Member
posted Feb 4, 2025 11:38:02 AM

How to document a combined 1099r of an RMD and a Roth conversion 2024 tax year

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1 Replies
Expert Alumni
Feb 4, 2025 11:57:14 AM

You should enter the 1099-R exactly as you received it.  It will include everything on one form.  The system will ask you what portion of the amount you received was an RMD and you will enter the RMD amount at that point. 

 

@harold1943