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Retirement tax questions
None of this is to be entered under Deductions & Credits, go back and remove it from there.
For a split rollover, you must split the single code G Form 1099-R that you received into two and enter each separately into TurboTax, one for the portion rolled over to the traditional IRA and another for the after-tax portion (box 5 amount) rolled over to the Roth IRA. The dollar amounts in the boxes of the two Forms 1099-R must sum to the amount in the corresponding box of the original.
‎February 17, 2020
3:35 PM
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