topic Re: Roth Conversion - RMD Excess Accumulation Question in Get your taxes done using TurboTax

Roth Conversion - Solved and Deleted

Romper — Sun, 23 Feb 2025 04:54:54 GMT

Deleted - Question was solved

DanaB27 — Sun, 23 Feb 2025 09:55:16 GMT

Correct, RMDs cannot be rolled over or converted but any additional funds above the RMD can be converted to Roth IRA.

Therefore, a conversions doesn't have an RMD.

Please note, I cannot see your attachment.

If you took all your required RMD please make sure you indicate this at the end of the retirement interview:

Click on the "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
On the "Review your 1099-R info" screen click "Continue"
On the "Did You Miss a Required Distribution From Any Retirement Accounts?" select "None of these plans failed to withdraw the RMD"

Romper — Sun, 23 Feb 2025 14:47:20 GMT

Thankyou..

I realized that the Roth conversion should not be classified as an RMD after testing it with a value so I deleted the posting and the attachment.

I've added the attachment below.

I believe it accomplishes the same as your suggestion. Agree??

DanaB27 — Sun, 23 Feb 2025 19:58:49 GMT

Yes, you entered this correctly.