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Retirement tax questions
Split the original 1099R into 2 1099Rs and enter them separately in TurboTax.. One will be for the conventional rollovers and the other for the Roth rollover. Just make sure the total of the boxes on the two 1099Rs equals the boxes on the original 1099R you received so to not cause any matching problems with the IRS.
‎February 24, 2021
3:44 PM