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Get your taxes done using TurboTax
I'm referring to the TT 1099-R Worksheet. After you go through the back and forth with TT, it generates the 1099-Worksheet, which you can see by going into FORMS. On that worksheet, on line B2 in the Rollovers, Roth Conversions, Roth Rollovers and Recharacterizations section of the form, Line B2 reads: "If only part was rolled over, enter the amount of the partial rollover." That partial rollover is showing. It should ALSO be showing on line 4b of my 1040, but it is NOT.
‎February 7, 2021
4:17 PM