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Retirement tax questions
In situations where the Form 1099-R combines the portions rolled over to the traditional and Roth IRAs, TurboTax always requires that you split the form into two, so AmyC's reply does on apply. Presumably your Form 1099-R has code G in box 7 and, if so, TurboTax will not even present the page that AmyC shows.
You must split the Form 1099-R into two, one for the portion rolled over to the Roth IRA and the other form the portion rolled over to the traditional IRA. The dollar amounts in each box of the split forms must sum to the total in to corresponding box of the original.
March 7, 2025
8:00 PM