How do I enter a 1099-R from a 401k if I rolled over some money to a Roth IRA, and the rest into a new 401k? How do I ensure I'm taxed on only the RothIRA rollover?

[DocGills]

It looks like TurboTax can't split the same 1099-R for both a taxable and non-taxable rollover. How do I enter this properly?

[dmertz · Accepted solution]

You must split the Form 1099-R yourself and enter it as two Forms 1099-R, on for the portion rolled to the Roth IRA that shows the after-tax money in box 5 and the other for the portion rolled over to the the new 401(k).

[colonelar]

turbo appears to be rejecting my 401k and IRA as viable retirement plans.

How should this matter be addressed

Thanks,

 Al

[dmertz]

colonelar, please start a new question and explain there what you mean by "rejecting your 401(k) and IRA."