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March 9, 2024
Solved

Should a roth conversion completed in 2023 be entered in the field "outstanding rollovers"?

  • March 9, 2024
  • 1 reply
  • 0 views
This is on the screen where you enter the value on 12/31/23
Best answer by dmertz

No.  Roth conversions cannot produce an outstanding rollover.

1 reply

dmertzAnswer
Employee
March 9, 2024

No.  Roth conversions cannot produce an outstanding rollover.