dmertz
Level 15

Retirement tax questions

TurboTax is unable to handle a single Form 1099-R reporting a distribution that was split into separate rollovers to traditional and Roth IRAs.  You'll need to split the Form 1099-R into two, one for the portion rolled over to the traditional IRA and the other for the after-tax portion rolled over to the Roth IRA.  The dollar amounts in the boxes of the two split Forms 1099-R must total the same amounts as in the corresponding boxes of the original Form 1099-R.  Only for the split Form 1099-R reporting the portion rolled over to the Roth IRA will you indicate that it was rolled over to a Roth IRA.  For the portion rolled over to the traditional IRA you'll indicate that you did not roll it over to any kind of Roth account.

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