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Get your taxes done using TurboTax
To accommodate TurboTax's limitations in dealing with a code-G Form 1099-R that combines rollovers to a traditional IRA and a Roth IRA, you must split the single Form 1099-R into two for entry into TurboTax, one for the portion rolled over to the traditional IRA and one for the portion rolled over to the Roth IRA. The one for the rollover to the traditional IRA will have $190.3k in box 1 and zero in box 2a. The one for the rollover to the Roth IRA will have $9.7k in boxes 1 and 2a.
‎January 24, 2025
3:49 PM