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401k after tax - rollover contribution to Roth and Trad IRA. TT only asking if was rolled to Roth. How do I document the split? Box 7 is noted G Box 2a has $0 as taxable.

Do I enter as two 1099R's even though only have one? IF so do I use the line 2 rollover contrib. amounts from form 5498?
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dmertz
Level 15

401k after tax - rollover contribution to Roth and Trad IRA. TT only asking if was rolled to Roth. How do I document the split? Box 7 is noted G Box 2a has $0 as taxable.

Presumably your Form 1099-R shows an amount in box 5 equal to the amount that you rolled over to the Roth IRA.  Yes, you must split the Form 1099-R into two to accommodate TurboTax's limitations on being able to report this, one Form 1099-R for the portion rolled over to the traditional IRA and one for the portion rolled over to the Roth IRA.

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