Dave212
New Member

Retirement tax questions

Thanks Dana. But when I search on 1099-R in upper right it doesn't offer "Jump to 1099-R"; only offers various 1099-R form subsearches.  I'm in 2021 tax year TT Premier (have used Premier for years).  The TT questions following my specific 1099-R inputs seem to only be able to treat this gross distribution as all IRA rollover or all Roth conversion; need a way to identify the two components individually from this blended 1099-R.

Thoughts?