Ok, I attempted splitting the $2000 1099-R with "G" in Box 7 for the $1000 rollover from trustee to a different trustee and $1000 pre-taxed 401k conversion to a non-401k Individual Roth account within the same trustee. Turbo Tax thinks these entries are duplicate.
Should I change the Box 7 code from "G"
to "7" and check the IRA/SEP/Simple box for the $1000 Roth conversion money that was converted to ROTH? Also, I put the same account number on both split 1099-R's. Should I not enter the account number on one of these split entries? Lastly, TT asks me if I converted the $1000 of 401k money to a ROTH 401k or 403b and I did not. The ROTH account is with the same trustee but it is not within my pretax 401k. There is no option for converting "pre-taxed 401k money to an Individual ROTH" so should I still click "yes" on the question re 401k to 401k Roth? Thanks!
