Hi,
Thx for the quick response;
One of Turbo Tax questions, that I get while going through 1099-R load, is the following:
"--------------------------------------------------------------------------------------------- Start of Question
Rollover of 401(k) to Roth IRA
FIDELITY INVESTMENTS
If you made any after-tax contributions to your 401(K) plan, that amount will be generally be reported to you in box 5 of your 1099-R. If you made after-tax contributions and there isn't an amount in box 5, you can enter the correct amount here. If the amount in box 5 was incorrectly reported, you can make any necessary adjustment here.
After-Tax Contributions to 401(k) OR 403(B) : 5,092.86
"----------------------------------------------------------------------------------------- End of question
It lists the correct amount in Box5; however, no where it asks me for the amount that was rolled over to Traditional IRA account $807.14
Should I change the amount listed in the Turbo Tax question above to show the full gross distribution amount which is $5,900 (both Roth IRA $5092.86 and Traditional IRA $807.14 rollover)?
I tested that, and if I put $5,900 instead of $5,092.86 nothing gets taking out as taxes.
Thx
