dmertz
Level 15

Retirement tax questions

Presumably your Form 1099-R shows an amount in box 5 equal to the amount that you rolled over to the Roth IRA.  Yes, you must split the Form 1099-R into two to accommodate TurboTax's limitations on being able to report this, one Form 1099-R for the portion rolled over to the traditional IRA and one for the portion rolled over to the Roth IRA.