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Retirement tax questions
Well I figured early on out how to make this work with the split 1099-R entries and the 1040 looked good, TT checker said all was good, but when I eFiled, the IRS said not so fast and rejected my return because of duplicate 1099s. TT told me to go back and check my 1099 entries, which I did and found no issues other than the split 1099-R. At that point TT told me I would have to file my return by mail. Thanks TT for coming up with a solution that was not acceptable to the IRS! You could have done the right thing and just fixed your program to properly process a 1099-R that included both rollover and converted amounts!
‎April 15, 2021
5:20 AM