shs66147
New Member

Retirement tax questions

Can you provide details on how to split the 1099-R in two?  Or explain the simplest way to do this.  (My head hurts 🙂      I will confirm that based on what you said above, the 1099-R correct.   So I guess the real problem lies where Turbotax asks if this was rolled to a Roth OR an Ira, right?   If I subtract out the Roth amount and enter it as a "separate" 1099-R, will the IRS question why they didn't receive two 1099-Rs for this?  Or will it look seamless when the return is actual complete?    Second Part:  If the 1099R is in fact correct, and the money went to appropriate IRA and Roth accounts, can I just answer No when TurboTax asks if any went to a Roth or is that going to be a problem?  THANK YOU!!!!