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Retirement tax questions
To accommodate TurboTax's limitations on handling a code-G Form 1099-R that reports rollovers to both traditional and Roth IRAs, you must split the 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. With no tax withholding, this splitting of the form will be transparent to the IRS.
‎April 8, 2025
2:05 PM