- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The 401(k) plan was correct to issue only a single Form 1099-R. It would have been improper had they issued two.
Because TurboTax is incapable of handing a Form 1099-R that reports rollovers made to two destinations, traditional and Roth, you yourself must split the form 1099-R into two to accommodate this deficiency in TurboTax's capabilities. Splitting a Form 1099-R under these circumstances is a common necessity when using TurboTax.
‎February 4, 2026
5:01 PM