- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Here is an example of my condensed 1099-R. It assumes a $45K is being rolled into a pre-tax IRA and $5K is being rolled into a Roth IRA. I would have thought two different 1099-Rs would have been generated. This came up several years ago, and I was told to input two different 1099-Rs into TT.
This is how I input the rollover into a Roth IRA
.
This is how I input the rollover to the pre-tax IRA.
My confusion comes when I hit these two questions.
How do I answer the second question?
Thanks.
‎September 17, 2024
6:57 PM