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Retirement tax questions
You should have 1 1099-R for the 401(k) rollover to Traditional IRA.
One 1099-R for your distribution/conversion.
And one for her distribution/conversion.
Is her 1099-R box 1 and 2a amount $107,000?
IRA/SEP/SIMPLE box checked?
What code is in box 7?
Are you using the Online version or CD/download version of TurboTax?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 25, 2021
12:32 PM