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Retirement tax questions
@dmertz - If the PC version of TT is being used I believe that it is possible to correct TT's default inability to split the distribution. First, enter the entire amount and indicate that it is going to a Roth IRA. Then open the 2019 TT form for the applicable 1099-R, go to the Rollovers section of the Additional Distribution Information page, uncheck Box B5 and in field B6 change the amount to be the amount actually rolled into the Roth. This approach appears to produce the correct result; do you see any issues with it? I do have to use the trick of splitting a 1099 into 2 1099s for TT in other cases (for example, to properly allocate discount/premium adjustments to interest income); it is quite frustrating that TT will occasionally produce incorrect results even if you answer all of its questions correctly.