I have a 1099-R for multiple rollovers from my Traditional 401k that were direct transferred to both a Traditional IRA and a Roth IRA (all accounts are with Fidelity). The 1099-R box 1 Gross Distribution amount is correct at 85,000. The box 2a Taxable Amount is also correct at 5000 for the conversion to the Roth IRA. Box 7 has Distribution code G, which seems correct. After entering the 1099-R in TT (Mac desktop), one followup question is "Was this money rolled over to a Roth IRA?" The only options are Yes or No for the entire 85,000, but there is no option to designate how much went to Roth. When I answer NO the federal tax is calculated incorrectly by not taking the Roth conversion into account, and the TT form "IRA Info Wks" does not show the correct "2023 conversion contributions taxable at conversion" amount. When I change the answer to YES the federal tax is correct, the the "IRA Info Wks" shows the correct conversion taxable amount but incorrectly shows 80,000 in the "2023 conversion contributions not taxable at conversion". How do I fix this? Shouldn't the followup question allow me to designate the correct amounts to Trad and Roth IRAs?
