In 2023, I transferred my after-tax 401(k) contribution of $10,800, dividing it between a Roth 401(k) account ($6,800, comprising entirely of contributions) and a Roth IRA ($4,000, consisting of $3,985 in contributions and $15 in earnings). The 1099-R form issued by my 401(k) custodian (Fidelity) displayed the following details: Box 1: $10,800, Box 2a: $15, Box 2b: not checked, Box 5: $10,785, and Box 7: G. Additionally, I received a 5498 form showing a Rollover Contribution of $4,000.
When attempting to input the 1099-R information into TurboTax, I encountered difficulty in specifying that the rollover was deposited into both a Roth 401(k) (designated Roth) and a Roth IRA.
I am wondering if I can split the 1099-R into two entries for input, even though I only received a single 1099-R from my custodian?
