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Retirement tax questions
@PB51 , if you received only one Form 1099-R that had code G, it seems that you have a distribution from your traditional 401(k) account (not a distribution from a Roth 401(k) account) that you split between a rollover to a traditional IRA and a rollover to a Roth IRA. To accommodate TurboTax, you must split this Form 1099-R into two, one for the portion rolled over to the traditional IRA and the other for the portion rolled over to the Roth IRA.
‎February 11, 2025
9:12 AM