tmninja
New Member

Retirement tax questions

When I enter my 1099-R from my 401K in-service withdrawal/distribution of the After-Tax contribution and the associated earnings (Mega Backdoor Roth rollovers) the follow-up questions only seem to give the options to indicate all of the money was rolled over to a Roth IRA.  Some of the distribution (the After-Tax contributions) was rolled over to my Roth IRA and the rest of the distribution (the untaxed earnings) was rolled over into a Rollover IRA.  The questions don't seem to let you say both.  If I say "Yes, this money was rolled over to a Roth IRA account", it tries to tax the earnings which went into a separate Rollover IRA.  If I say "No, this money wasn't rolled over to a Roth IRA account" it doesn't tax any of it, but then it doesn't increase my basis in my Roth IRA on the IRA Worksheets for the After-Tax contributions that rolled over to the Roth.  How can I get it to show some rolled to Roth and some rolled to a tIRA (actually a Rollover IRA)?  Thanks!