- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You must split the Form 1099-R yourself and enter it as two Forms 1099-R, on for the portion rolled to the Roth IRA that shows the after-tax money in box 5 and the other for the portion rolled over to the the new 401(k).
‎February 14, 2020
5:23 AM
486 Views