- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes ... this one 1099-R form needs to be split into 2 ... one for the conversion and one for the roll over. If the issuer knew what you were going to do they should have issued 2 separate forms themselves but since they didn't you need to do it yourself.
‎February 28, 2022
5:05 AM