OK thanks .. I may tap the Roth eventually .. and would type in a more-accurate cost basis if I could create one.
I see my Roth IRA has a column with cost basis for the various holding .. I can tally those, add that box 5 # and still have no clue what to do for the larger Roth401k-to-Roth rollover since that 1099 provided no such info.
Your thoughts appreciated.
Back to the Box 5 # for which I did separate 1099's ..
One that I split was a code G so I did both in the split as code G .. got the right questions, all good.
The other split was a code 7 so I tried to do both as a code 7 .. didn't get the right questions so ..
I did that one as a code G (not an H since it's not a Roth401k to RothIRA) got the right questions, ok ?
Does it really matter that I deviated from the box 7 code to get the correct result for the box 5 entry ?
Appreciate a consensus, thanks
