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Level 2
posted Feb 14, 2021 11:26:44 AM

Ira to Roth

Since year 2020 does not require RMD, i transferred money from IRA to my Roth.  What forms should I get and which 1040 lines do I use?  

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1 Replies
Returning Member
Feb 14, 2021 11:37:33 AM

You should get a 1099-R from the IRA provider that will have the information you need to put into TurboTax to report the conversion.