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Retirement tax questions
If this was reported on a single 1099-R then TurboTax does not support before-tax money going to a Traditional IRA and after-tax money going to a Roth. It must be entered into TurboTax as two 1099-R's with the before and after tax money split.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 29, 2020
1:31 PM