Retirement tax questions

Hello @dmertz,

I have the exact same issue as the OP and have a follow-up question regarding the Mega Backdoor Roth-IRA:

Should the subsequent messages that occur after you split the original 1099-R's content into the two separate portions in TurboTax (one for the after-tax contributions rolled over to a Roth-IRA and another for the pre-tax earnings rolled over to a Traditional IRA) then be answered as follows? 

After-tax contributions that were rolled over to the Roth-IRA:

1. "No, this money didn't roll over to a designated Roth-401(k) account"
2. "Yes, this money was rolled over to a Roth-IRA account"
3. "Yes, I made after-tax contributions to this 401(k)"
4. "After-tax contributions to 401(k)" - This should be equal to Box 5 of the original 1099-R

Pre-tax earnings that were rolled over to a Traditional IRA:

1. "No, this money didn't roll over to a designated Roth-401(k) account"
2. "No, this money wasn't rolled over to a Roth-IRA account"

I appreciate your help on this topic.

Thank you.