OK - think I got it now. In that case you will need to break this into 3 1099-R's. I hope this is not too confusing.
The 1st, the amount rolled into the Traditional IRA (which is the same as a rollover IRA) would be almost the same as the 1st 1099-R above except the step 1) In box 1 use the original 1099-R box 1 minus the box 5 amount AND MINUS THE BOX 2a AMOUNT. That is because the 2a taxable amount included in box 1 cannot be rolled into the Traditional IRA but will be accounted for later.
The 2nd 1099-R would be the same as the 2nd 1099-R above except the amounts in box 1 and box 5 would be adjusted for only the amount of box 5 and 1 that were rolled to the Roth IRA.
The 3rd 1099-R would have the remainder of box 5 that was rolled/converted to the In Plan 401(k) Roth in box 1 and box 5 and the taxable amount in box 2a. Also any entries in box 10 & 11 should be on this 1099-R. (Also add the box 2a amount to box 1 that was subtracted from the Traditional IRA rollover above)
You would answer YES to the first interview question about a 401(k) Roth and NO to the rollover to a Roth IRA.
The totals of the 3 1099-R's box 1's should equal the box 1 on the original 1099-R and the same for box 5.
Since there were 3 different destinations there must be 3 1099-R's to report this in TurboTax.
This should match with what actually happened.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
