Thank you again @dmertz I think I may be very close to cracking this because of you- I really appreciate the help.
I did some more digging and found out that I do have 2 more 1099-Rs from 401k in addition to the one I have shown in the picture, which is from my IRA. So, altogether here are the forms I have.
- 1099-R showing $5000 (after-tax portion of the 401k dist.) which was rolled over to ROTH and it has distribution code "1"
- 1099-R showing $260 (pre-tax portion of the 401k dist.) which was rolled over to Traditional IRA and it has distribution code "G".
- 1099-R showing $6,260 for the ROTH conversion (non-deductible contribution to Traditional IRA of $6000 + $260 from step #2 above) and it has distribution code "2".
So, following your advice- I need to enter all 3 of the above 1099-Rs in to TurboTax. Will you be able to guide then how to deal with these 3 specific 1099-Rs- assuming only the amount in #2 and the associated ROTH conversion should trigger tax implication since rest are all after-tax dollars.
