- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Thank you for answering, but I get the exact same result by merely entering the 1099-R exactly as I received it (with full amount in box 1 and roth amount in box 2) and answering YES to this question. Hence, I don't really see the point of splitting the ONE 1099-R I received into TWO 1099-R's in TurboTax. Let me know if I'm missing something here.
I think this is a confusing aspect of this interview question. The option of "both" in addition to "yes" and "no" would be much clearer and would absolutely be the choice I would have made because my 401k conversion did go to both a traditional IRA and a Roth IRA.
‎February 6, 2025
5:11 PM