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03-30-2022
03:32 PM
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Client rolled over from a designated Roth account into a Roth IRA and also took a distribution from the Roth IRA, receiving two separate 1099-R forms from different companies. The 1099-R for the rollover has an amount in box 5 for employee contributions and also has a year 2010 in box 11. Client is not yet age 59 1/2. Do I manually enter the box 5 amount from the rollover 1099-R into the IRA worksheet to get the correct taxable amount of the 1099-R Roth distribution?
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