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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?
‎February 23, 2022
11:15 AM