dmertz
Level 15

Get your taxes done using TurboTax

@hung05 , what you describe are two separate transactions for with you will receive separate Forms 1099-R, one for the distribution that you received from the 401(k) and rolled over to the traditional IRA and another for the Roth conversion from the traditional IRA.  This is different from the transaction that was addressed earlier in this thread where there was only one distribution and the rollover was split into two destination accounts.

 

In TurboTax you'll enter each of these Forms 1099-R separately and answer the questions that TurboTax asks.  You'll then click the Continue button on the page that the lists the Forms 1099-R that you have entered and answer additional questions.  If the distribution from the 401(k) included after-tax funds, you'll need to click the EasyGuide button that TurboTax presents after you indicate that you have nondeductible contributions, mark the box to indicate that you rolled over after-tax funds from an employer plan, then indicate the amount.  TurboTax will then include this amount on line 2 of Form 8606.