Hi, Some years ago, I put some after-tax money into a traditional 401K and I decided to roll that over to my Roth IRA this year. Administrator could not distribute just the after-tax contributions - they had to distribute the untaxed growth as well. I received one itemized check and deposited the after tax contributions in my Roth IRA and the untaxed growth into my Traditional IRA, specifically so as to avoid paying tax on the distribution. I received one 1099, showing the gross distribution and the portion that was the (after-tax) employee contribution.
The TT tax questionnaire asks me if I rolled the distribution into a Roth IRA yes/no. There is no option to indicate that it went to two different sorts of accounts. The chatbot tells me to enter the two amounts on separate 1099's, but I only received ONE 1099 and I don't think I should enter different numbers and make up a new form.
How do I proceed?
