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?

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?

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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?

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).

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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?

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).

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?

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

How should this matter be addressed

Thanks,

Al

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?

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

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