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Get your taxes done using TurboTax
Thank you SO MUCH for your responses.
Since I am working with the desktop version of TT, I created two tax return files, one where I followed your advice and separated the single 1099-R I received from Fidelity into two substitute 1099-R's to break out the pre-tax and after-tax amounts to reflect what directly rolled over to my regular IRA and what rolled over directly to my Roth IRA; and one where I kept the 1099-R as a single 1099-R, and just answered NO in the step-by-step to the question of whether any rolled over to a Roth IRA.
When I then compare the actual 1040 and all other forms which actually would get submitted when filed (not including worksheets including the 1099-R worksheets since I don't believe those actually get submitted when filing) between the two returns, there is NO difference in taxes, nor any difference in what gets reported on lines 4a, 4b, 5a, and 5b on the 1040, nor as best I can tell NO difference on any form of what actually gets filed with the IRS.
So back to my original question of whether after-tax contributions to my 401K being rolled over to my Roth need to be reported?
After following your advice to separate the 1099-R into two substitute 1099-R's, if there is no difference in what actually gets filed with the IRS, and the amount on 1040 line 5a is the same either way, and shows ROLLOVER on line 5b either way, it seems like there is no mechanism or requirement to specify that some rolled over to a regular IRA and some to a Roth IRA??
Am I missing something?