AmyC
Expert Alumni

Retirement tax questions

No, you do not need a new 1099R. The program will allow you to enter the numbers separately into what was contributed/rolled where.

 

Clarifying: one 1099R from a 401k with a basis of after tax dollars plus gain. The after tax dollars were moved into a Roth IRA. The gain was moved into some type of IRA.

 

If you are having trouble, you may want to contact a specialist that can work through that section of the return with you. It is a very particular process.

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"