pamdory
Level 8
03-26-2021
06:27 PM
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It sounds like the first IRA distribution was an indirect rollover, entered on screen13.1 in the Rollovers section > Indirect Rollovers > To other than a Roth IRA.
Then enter the second 1099-R and enter the rollover amount in the Form 8606 section > Conversions to Roth IRA.
BUT - My understanding is that an RMD cannot be converted into a Roth. From Pub 590-A
Required distributions.
You can’t convert amounts that must be distributed from your traditional IRA for a particular year (including the calendar year in which you reach age 72) under the required distribution rules (discussed in Pub. 590-B).