Get your taxes done using TurboTax

To accommodate TurboTax's limitations, to report a split rollover you must split the Form 1099-R into two.  The one for the rollover to the traditional IRA (not to any type of Roth account) will have $75,000 in box 1, $0 in box 2a, $0 in box 5 and code G in box 7 for the portion not rolled over to any type of Roth account.  The one for the rollover to the Roth IRA will have $25,000 in box 1, $0 in box 2a, $25,000 in box 5 and code G in box 7.