Using TurboTax 2025 desktop premier version and I am attempting to enter a 401K 1099-R rollover distribution. Early in 2025, I did a partial 401k rollover to a Roth IRA, around 5% of the total 401K. Later in 2025, I rolled the remaining 95% of the 401K into a Traditional IRA. I received a 1099-R with the 100% of full amount of the 401K that was rolled over in 2025 listed in box 1 (gross distribution) and in box 2 (taxable amount) the value that that was rolled into the Roth IRA. The distribution code value is "G". I can enter into the 1099-R form in TurboTax, but the follow-on questions do not allow me to specify that only part of the distribution amount was rolled into the Roth account. It seems to be all or none on the question. If I selected that I rolled it into the Roth, it taxes the full 100% of the gross distribution amount. If I don't select that, it fails to include the 5% that I rolled into the Roth in my taxable income. It totally ignores the taxable amount. To me, this looks like TurboTax is not properly handling the fact that part of the distribution is taxable.
I have considered entering this as 2 separate 1099-R entries even though I only received one from the vendor, but don't know if this will have any impacts that I am not aware of.
Is this really a problem with TurboTax 2025 that I should wait for a bug fix to correct, or should I use the above approach of trying to split my 1099-R apart into 2 separate TurboTax entries.
Thanks for any insight.
