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Retirement tax questions
Yes, that’s what exactly I had done. I had rolled only the post-tax contribution to ROTH IRA and the associated gains to traditional IRA. I can see in my 401(K) account two payment statements for these rollovers with the following Tax detail info.
- Tax Form: 1099R
- IRS Code: G
- Reason Code: Roth Conversion (only in case of rollover made to Roth IRA)
How would I split this code G (Form 1099-R) into two? Will I be receiving just a single 1099-R showing the split or it will be two separate 1099-R showing the rollover made to ROTH IRA and traditional IRA?
Thanks for guiding me so far.
February 9, 2020
8:33 PM