Hi, Some years ago, I put some after-tax money into a traditional 401K and I decided to roll that over to my Roth IRA this year. Administrator was required to distribute the untaxed growth along with the after-tax contributions. I received one itemized check and deposited the after tax money in my Roth IRA and the untaxed money into my Traditional IRA. I received one 1099, showing the gross distribution and the portion that was the (after-tax) employee contribution.
The TT tax questionnaire asks me if I rolled the distribution into a Roth IRA, yes or no. There is no option to indicate that it went to two different sorts of accounts. The chatbot tells me to enter the two amounts on separate 1099's, but I only received ONE 1099 and I don't think I should make up different numbers and make up a new form.
How can I get this information entered correctly?
Thanks!
