I received one 1099-R form after rolling over from a 401(k) as follows:
1) rolling over pre-tax contributions and earnings on after-tax contributions to a Traditional IRA.
2) rolling over after-tax contributions to a Roth IRA.
For example, the 1099-R form contents include:
Box 1: $100,000
Box 2a: $0.00
Box 5: $5,000
Box 7: G, with IRA/SEP/SIMPLE not checked.
It is not clear to me what portion of the $100,00 amount in Box 1 is attributable to earnings on the after-tax contributions that were rolled over into the Roth IRA.
Is how to handle this situation a deficiency of turbotax or should I have received two 1099-R forms (from Fidelity)?
How should this be entered into turbotax? Should I create a second 1099-R form and then revise the initial 1099-R form in turbotax? If so, when I create a second 1099-R form, how will I know
