roseann
Level 1

I think I should fill out section 2, but the system wouldn't let me.  Where do I go first so it will flow to 

section 2

 

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TaxGuyBill
Level 15

Can you clarify what the problem is?  You should be able to just check box B5 for the Roth Conversion.

Are you entering all of the 1099-R information at the top of the worksheet?  What code is in Box 7?

The more information you can provide, the better.

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