Just to clarify: did you receive a single 1099-R that was split between a rollover of 401(k) funds to a Traditional IRA and 401(k) Roth to a Roth IRA?
Where did the money actually go?
A Roth 401(k) (designated Roth) can ONLY be rolled into a Roth IRA.
Is there an amount in box 5 on the 1099-R and is box 2a the same as box 1 minus the box 5 amount?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
