harveyak
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I exchanged messages with you yesterday about this. I happened to read the article you mention this morning. I finally got TurboTax to "behave' the way I wanted...
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I received one 1099 with the total of the RMD which was reversed and the Roth conversion. I can't say the whole amount was reversed. Can I enter 2 1099s in turb...
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After I made the transfer on 4/13, I did a Roth conversion from my IRA to my Roth IRA for $76,000. So the 1099-R I received is for $116,000. This entire distrib...
Activity Feed for harveyak
- Cheered Re: Roth IRA conversions for dmertz. March 7, 2021 11:36 AM
- Posted Roth IRA conversions on Retirement tax questions. March 4, 2021 9:38 AM
- Posted Re: 2020 RMD reversal using "like property" on Retirement tax questions. February 2, 2021 12:11 PM
- Posted Re: RMD reversal using 'transfer-in-kind' on Retirement tax questions. February 1, 2021 7:41 AM
- Posted Re: RMD reversal using 'transfer-in-kind' on Retirement tax questions. January 29, 2021 11:45 AM
- Posted RMD reversal using 'transfer-in-kind' on Retirement tax questions. January 29, 2021 11:26 AM