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New Member
posted Apr 16, 2022 4:19:13 PM

I have a 1099-R from Raymond James. Our advisor had us convert some money from a traditional IRA to a Roth IRA. How do I report this and the taxes withheld?

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1 Replies
Expert Alumni
Apr 16, 2022 5:04:38 PM

You can enter the 1099-R under Retirement Income.  Because it was a conversion to a Roth IRA, you will have to pay taxes on all of it.