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Romper
Level 6
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  • TurboTax for 2024 is confusing. I was trapped in that same scenario until Volvo Girl pointed me in the right direction for the Roth conversion.If you received o...
    Romper
    Updated Feb 12, 2025
  • You've identified the problem, thanks.When I did it your way no question was asked and the tax due didn't change.PS - I think TurboTax should change the Learn M...
    Romper
    1
    Updated Feb 12, 2025
  • Box 7 on the 1099-R for the Roth Conversion = 7 (Total Distribution is also checked)The 1099-R for my RMD = 7The one for the QCD = 7Your comment "It should not ...
    Romper
    8
    Updated Feb 12, 2025
  • Technically, the Roth Conversion was not a RMD. The RMD from my Traditional IRA plus my QCD exceeded the amount required. The Roth conversion was over and above...
    Romper
    10
    Updated Feb 12, 2025
  • Thanks Volvo Girl for clarifying a confusing subject:Do I understand correctly? (TurboTax Premier Desktop)I took three distributions from my Traditional IRA's d...
    Romper
    12
    Updated Feb 12, 2025
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