Solved
When I entered 1099R , I was asked "Did you move the money to a Roth IRA?" I moved partial of the fund to a Roth IRA, if I say yes, it counts all taxable.
If I say no, all is not taxed. Even though 2a has a taxable amount.
To accommodate TurboTax, you must split the Form 1099-R into two, one for the portion rolled over to the Roth IRA and the other for the portion that you presumably rolled over to a traditional IRA. Any after-tax amount shown in box 5 is to be allocated first to the split form for the rollover to the Roth IRA and then, if any remains to the other form.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
