- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If you did a split simultaneous distribution and rollover, with some amount going to a traditional IRA and some going to a Roth IRA, TurboTax instructs you to split the Form 1099-R into two, one for the portion rolled over to the traditional IRA and the other for the portion rolled over to the Roth IRA. The dollar amounts on the two split Forms 1099-R must total the dollar amounts shown on the original. All other entries on each of the split Forms 1099-R should be then same.
May 31, 2019
11:54 PM