I am filing my taxes as Married Filing Jointly and my wife and I each took a distribution from our 401K this year and immediately rolled them over into IRAs with our financial advisor. Some of the distribution was Roth, and other was traditional so we each have 3 different 1099-Rs (6 total). I noticed the ones for my wife were being taxed, but mine were not. I compared them and noticed no differences; by a whim, I changed the question, "This Form 1099-R belongs to" from her name to mine and Turbo Tax treated all of the same information as not taxable, when my name was selected. Her 3 forms are the only ones that are showing as taxable and I don't know why... Is there something else I need to check or is there an issue with the software?
Thank you in advance for your help!
