@johnp317 wrote:
100% of the 401k was pre-tax money so the small amount that went into the Roth IRA is taxable. The remainder went into a traditional Ira so it is not. The financial institution reported both the Roth conversion and the Ira rollover on the same 1099-R.
Fine. So the two 1099-R solution will work, both with code G.
I have not tested code G myself, but with early IRA withdrawals (code 1), the program asks what you did with the money, and the choices include rollover and Roth conversion. But then there is a followup question, so it is possible to specify that you did a rollover of $X and a conversion of $Y and only the conversion is taxed. Maybe you have just not gone far enough in the interview.
If the only options really are 100% rollover or 100% conversion, then enter two imaginary 1099-Rs that add up to one real one.
