401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

posted

Connect with an expert

1 Best answer

Accepted Solutions

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

I recommend you enter your 1099-R as if it were two 1099-Rs. Just spit the amounts on the actual 1099-R according to how much went into a Roth, and how much was rolled into a Traditional IRA.

View solution in original post

1 Reply

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

I recommend you enter your 1099-R as if it were two 1099-Rs. Just spit the amounts on the actual 1099-R according to how much went into a Roth, and how much was rolled into a Traditional IRA.

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post

Expert does your taxes

Do it yourself

Resources

Support

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

Unlock tailored help options in your account.

Get more help

Do you have a TurboTax Online account?

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

Do you have an Intuit account?

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

401(k) rollover; part was rolled into a traditional IRA , part into a Roth. TT asks an either/or question - into a Roth or not. How do I indicate the portion to the Roth and that to a traditional IRA?

Unlock tailored help options in your account.

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert