RMDmissed2022
Returning Member

Retirement tax questions

Is this still the case in 2023?  Users must fill out two 1099-Rs in Turbo Tax; one for the Roth rollover and one for the traditional.

After 3 or more years of this, why can't Turbo Tax address this in the program?  At least provide an explanation that this needs to be done, even if the program itself can't be amended to accommodate the traditional/Roth split.

Thanks