- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
When splitting the Form 1099-R into two, for the Form 1099-R for the portion that went to the traditional IRA you'll indicate that you rolled the money over. For the Form 1099-R for the portion that went to the Roth IRA you'll indicate that you converted the money.
March 1, 2021
11:22 AM