I converted a portion of Rollover IRA to Roth Ira. Later I converted another portion from the Rollover IRA to Roth. Fidelity lumped both on Form 1099-R. Do I have to report this last conversion separately? Use another Turbo Tax form?
Expert Reviewed
These would normally be entered as a single combined rollover.
However, you said "Roth IRA conversion from RMD." RMDs are not eligible for conversion to Roth. If an RMD from the rollover IRA was deposited into a Roth IRA, that portion must be entered as an ordinary Roth IRA contribution, not a rollover. In that case, you must repot as converted to Roth only the portion that was not RMD.
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