JohnB5677
Expert Alumni

Retirement tax questions

Yes, you can separate the 1099-R into two separate 1099-Rs.  

 

  • The IRS looks at the total.
  • The portion rolled over into the ROTH IRA will have the same number in Box 1 as is in Box 2 unless you had non-deductible amounts.
  • If you had any withholdings it was probably for the ROTH.
  • The balance will be for the rollover to the Traditional IRA.
  • Box 7 should be the same.

Please contact us again and provide some additional details.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"