Split the 1099-Rs myself in TurboTax -- it works. Taxable pension income (different 1099-R) and taxable 401(k)-->Roth IRA conversion totaled and entered on 1040...
Thank you dmertz.The traditional IRS rollover from my 401(k) was the entire remaining balance, hence the Total distribution check in 2b on the 1099-R. But that ...
It was on the official IRS 1099-R form:Box 2a Taxable amount: non-zeroBox 2b Total distribution box: checkedBox 7 Distribution code(s): GIRA/SEP/Simple box: not...
I will check with the institution about the 1099-R, thank you. But I still believe the taxable amount in box 2a should have transferred to federal 1040 lines 4a...
No, the 401(k) --> traditional IRA rollover was one transaction. A distribution from the same traditional IRA to a Roth IRA was a separate transaction. Both tra...
