- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
1099-R for Pension direct rollover to Roth IRA
I did a direct rollover of a Pension into a Roth IRA account. I received 2 1099-R forms, one from my old employer's pension, and one from Fidelity where my Roth IRA account is. When I report both 1099-R forms, it looks like Turbotax double counts my IRA distributions (ex if the distribution was $1,000, Turbotax lists $2,000 under my 1099-R).
Is this correct? I'm worried the rollover is being double counted
Topics:
March 14, 2021
10:44 PM