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1099-R Rollover and Roth Conversion
Please help... Fidelity 1099-R has on a single form my 401 to Roth Conversion (taxable) AND subsequent full 401 to Traditional IRA Direct Rollover (not taxable); box 1 Gross includes both, box 2a just Roth Conversion amount (this seems correct). Input the 1099 exactly; including "Total Distribution" box checked. How do I tell TurboTax to exclude the rollover and include the conversion as income?
‎February 23, 2022
6:43 AM