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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!!!!
‎June 6, 2019
2:07 AM