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ONE 1099-R for rollover from 401k to traditional IRA AND Roth IRA
I rolled over my 401k mostly to a traditional IRA with a small amount to a Roth IRA. I got ONE 1099-R that has the FULL amount in box 1 and the Roth amount in box 2. Given that, how do I answer this question:
YES or NO because the answer is really BOTH? It seems to make a very BIG difference in the taxes I need to pay.
‎February 6, 2025
2:32 PM