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Retirement tax questions
We have this problem with a rollover from a 401k that had a portion that was after tax and a portion that is pre tax. Trying to follow your instructions I find that my turbo tax does not have the button for pension plan withdrawals. I have to click on the particular I099-R to edit it.
First thing it asks is if the money rolled over into a designated Roth 401(k) or 403(b) account. They did not. Part rolled over into a ROTH IRA and part into a traditional IRA. Next it asks if the money was rolled into a ROTH IRA account. Only part of the money rolled over into a ROTH, but if I select the yes. It asks if after tax contributions were made it asks how much is the after tax contribution. There is no place to indicate that the rest rolled over into a traditional IRA (so it is assuming the rest is income)