gm42
Level 1

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)