dmertz
Level 15

Retirement tax questions

You must split the code G Form 1099-R into two, one for the after-tax portion (which will include the box 5 entry) rolled over to the Roth IRA and another for the pre-tax portion rolled over to the traditional IRA.  The dollar amounts on these two Forms 1099-R must total to match the original.  The rest of the information on the original Form 1099-R will be duplicated on both of the entered Forms 1099-R.

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