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Get your taxes done using TurboTax
I thought you might be interested to know that TT apparently did not make a software fix to your situation from last year. I ran into a slightly different but similar situation this year involving a single Fidelity 1099-R combining rollovers to both Roth and Trad IRAs. I found it interesting that your thoughts on a TT quirk and mine were pretty much identical. If interested ...https://ttlc.intuit.com/community/taxes/discussion/one-1099-r-for-rollovers-from-trad-401k-to-trad-i...
‎January 29, 2024
2:53 PM