dmertz
Level 15

Retirement tax questions

It's the method indicated the TurboTax help.  The IRS is generally satisfied if the totals match up.  Also, if there is no withholding in box 4, details of the Forms 1099-R are not included in your e-filing.

If these were independent distributions from a qualified retirement plan, any after-tax basis in box 5 must be split proportionately between the rollovers to the traditional and Roth IRAs.  If these rollovers were the result of a split simultaneous distributions directly rolled over to two separate destinations following the guidelines of IRS Notice 2014-54, you would normally allocate the after-tax basis first to the rollover to the Roth IRA and any remaining after-tax basis (usually none) to the traditional IRA.