dmertz
Level 15

Retirement tax questions

You should have received two Forms 1099-R from the broker, one 2015 Form 1099-R for the original conversion and the other either a 2015 or 2016 Form 1099-R for the recharacterization.  Enter these exactly as received and answer the follow-up questions as they apply relative to the moment that the distribution was made.

The fact that TurboTax is mentioning splitting a Form 1099-R suggests that that when entering the Form 1099-R for the original conversion you are inappropriately indicating that some portion was rolled over rather than being converted.  You should instead be indicating that you converted the entire $X to a Roth IRA, then on the following page indicate that you moved some of this back to a traditional IRA.  The next page will ask how much of the original conversion was left in the Roth IRA, that would be 1/3 of $X.

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