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Retirement tax questions
Thank you dmertz.
The traditional IRS rollover from my 401(k) was the entire remaining balance, hence the Total distribution check in 2b on the 1099-R. But that was after the 401(k) --> Roth IRA conversion, a separate transaction on the same 1099-R.
If the institution won't separate the two transactions, I'll try your recommendation to split the form into two myself in TurboTax.
Thanks again.
5 hours ago