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Retirement tax questions
"sorry I mistyped the amount in the 1st corrected 1099R"
I think you mean the split Form 1099-R, not a corrected Form 1099-R.
Yes, the split would be done as you indicate except that both would have zero in box 2a. Amounts for each box need to sum to the amount in the corresponding box of the original. (The $17,830.84 rolled over to the Roth IRA is not taxable.)
‎February 23, 2025
3:29 PM