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Get your taxes done using TurboTax
Even though these might be printed on the same sheet, these are two separate Forms 1099-R and each must be entered separately. Be sure to indicate for the code G Form 1099-R that the money was not rolled over to a Roth IRA (and, in fact, TurboTax shouldn't even be asking this question because a code G Form 1099-R with the IRA/SEP/SIMPLE box marked is not permitted to be used to indicate a rollover to a Roth IRA). For the code 2 Form 1099-R be sure to indicate that the money was moved to another retirement account and was converted to a Roth IRA.
‎January 16, 2020
1:32 PM
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