dmertz
Level 15

Retirement tax questions

None of this is to be entered under Deductions & Credits, go back and remove it from there.

 

For a split rollover, you must split the single code G Form 1099-R that you received into two and enter each separately into TurboTax, one for the portion rolled over to the traditional IRA and another for the after-tax portion (box 5 amount) rolled over to the Roth IRA.  The dollar amounts in the boxes of the two Forms 1099-R must sum to the amount in the corresponding box of the original.