BrianEM
Returning Member

Retirement tax questions

The 1099-R instructions list inputting data under Wages and Income section only, but isn't there an associated entry under Deductions and Credits (Trad and Roth IRA contributions)?  Also, if the 1099-R is for a 'combined' rollover (2 in-plan rollovers of after-tax cost basis to Roth IRA and earnings to Trad IRA) should they be input as 2 separate 1099-R events?

 

Thx - Brian M