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Get your taxes done using TurboTax
I have a similar situation where my 1099-R has a combination of pre and post tax contributions that rolled over and split into a traditional rollover IRA (pre-tax portion) and a roth rollover IRA (post-tax portion).
However, in turbotax, I don't see any option to split these in the one 1099-R I received, no option that looks like “I did a combination of rolling over, converting, or cashing out money.”
It seems to want to put all of the money one way or the other depending on how I answer the "Did you move the money to a Roth IRA?" question.
Not sure it matters but I'm concerned since the 1099-R has the post-tax amount listed in box 5 of the 1099-R (it does have distribution code of G, direct distribution to qualified plan code too)
March 26, 2022
10:09 AM