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Retirement tax questions
First, the Roth account in the employer plan is not a Roth IRA. It is a designated Roth account in the 401(k).
Enter the Form 1099-R as received, no splitting. TurboTax will treat the $24k from box 5 as contribution basis in your Roth IRAs.
‎February 18, 2025
7:35 PM