I have one more (hopefully last) follow-up question. My third major re-alignment of my retirement accounts was a source specific rollover from my 401K to my Sol...
Yes, that worked, part II filled in and line 13 and 14 now correctly show the non-taxable distribution, and the basis for 2021 and previous years now correctly ...
I double checked each of the items you noted, both on the 1099-R and as entered in TurboTax. 2a amount equals line 1, distribution code is 2, taxable not determ...
Follow-up question: As I previously stated, when I entered the 1099-R for the Traditional IRA taxed basis rollover into the Roth IRA, everything looked OK. But ...
