Retirement tax questions


@bAher wrote:

For the manually added Roth 1099-R, should box 7 distribution code be changed to H?


Use the code that is on the 1099-R that you received.  If that WAS a code H then it cannot be split.   Only a code G can be split.

**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.**