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Get your taxes done using TurboTax
I see. When a code-G From 1099-R reports distributions where some when to a traditional IRA and some went to a Roth IRA, limitations in TurboTax require you to split the Form 1099-R into two, one for the portion rolled over to the Roth IRA (the box 5 amount from the original entered in boxes 1 and 5) and the other for the portion rolled over to the traditional IRA (the box 1 amount minus the box 5 amount in box 1 and zeros in boxes 2a and 5).
‎February 23, 2025
3:22 PM