ErnieS0
Expert Alumni

Get your taxes done using TurboTax

You do need to report the rollover. How you report it depends on what is being reported on your IRA contribution worksheet.

 

If you split your distribution into two 1099-Rs, your after-tax contributions into your traditional IRA should appear on Part III line 14 of your IRA Info Wks.

 

If you are using the single 1099-R and the amount doesn't appear, you can type it in yourself using Forms mode. 

 

  1. Tap Forms in the top right corner
  2. Find IRA Info Wks
  3. Enter your after-tax 401(k) contributions in Part III, line 14
  4. Tap Step-by-Step where forms used to be to return to the interview mode

 

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