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Retirement tax questions
To accommodate TurboTax, you must split the Form 1099-R into two, one for the portion rolled over to the Roth IRA and the other for the portion that you presumably rolled over to a traditional IRA. Any after-tax amount shown in box 5 is to be allocated first to the split form for the rollover to the Roth IRA and then, if any remains to the other form.
‎February 10, 2025
5:10 AM