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Retirement tax questions
Presumably this is a code-G Form 1099-R for a distribution from an employer plan. To accommodate TurboTax's limitations with respect to a Form 1099-R reporting distributions split between a rollover to a traditional IRA and a rollover to a Roth IRA, you must split the Form 1099-R into two, one for the portion rolled over to the Roth IRA showing the after-tax portion distributed from the employer plan and the second one for the-pre-tax portion rolled over to the traditional IRA.
March 9, 2025
7:00 PM