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.**