DanaB27
Expert Alumni

Get your taxes done using TurboTax

If you moved money from the 401k to partly traditional IRA and partly Roth IRA then you will need to split your 1099-R. 

 

Please see these instructions from user dmertz:

 

"For a code G Form 1099-R reporting a split distribution, the first Form 1099-R for the after-tax portion (the original Form 1099-R's box 5 amount) rolled over to the Roth IRA would have the box 5 amount in boxes 1 and 5 and a zero in box 2a.  In the follow-up, answer that the entire amount was deposited into a Roth IRA.  For the other Form 1099-R for the pre-tax amount rolled over to the traditional IRA, the Form 1099-R will have the remainder of the box 1 amount (original box 1 minus box 5) in box 1 and zeros in boxes 2a and 5.  In the follow-up, indicate than none of this money went to any kind of Roth account.  The boxes on the split Forms 1099-R should total to the amounts on the original Form 1099-R.  The rest of the entries on TurboTax's 1099-R forms should match the original". (401k was rolled to both a traditional IRA and a Roth)

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