1099R with both Post tax and pre tax

[tpritch871]

I received a 1099 R with amount containing Post 86 After Tax amount that had amount I contributed and amount gain in 401K.  The actual after tax amount was moved into Roth IRA and the amount gained (not taxed) was moved into an IRA.  I don't see in Turbo Tax how to separate this.  It expects it to be either one or the other.  Do I need to request a 1099R with them separate?

[AmyC]

No, you do not need a new 1099R. The program will allow you to enter the numbers separately into what was contributed/rolled where.

Clarifying: one 1099R from a 401k with a basis of after tax dollars plus gain. The after tax dollars were moved into a Roth IRA. The gain was moved into some type of IRA.

If you are having trouble, you may want to contact a specialist that can work through that section of the return with you. It is a very particular process.

[dmertz]

TurboTax does not handle this situation directly.  Buried in the TurboTax help are instructions telling you to split the Form 1099-R into two, one for the portion rolled over to the traditional IRA and anther for the portion rolled over to the Roth IRA.