I am reporting my 1099-R. TT asks if I rolled over to a Roth IRA. It seems to include all of my distribution as a Rollover instead of just part of it. How do I fix?

[donmaxwell206]

Using the premium service. Part rolled to standard IRA, part to Roth IRA.

[dmertz · Accepted solution]

To accommodate TurboTax, you must split the Form 1099-R into two, one for the portion rolled over to the traditional IRA and the other for the portion rolled over to the Roth IRA.

[donmaxwell206]

Thanks, I will try that.  It sure seems the software could have easily done that, or at the very least, it could have instructed me to do that.

[dmertz]

The software used to allow reporting of a single distribution going partly to a traditional IRA and partly to a Roth IRA, but I think that that created some problems with knowing how to allocate any after-tax portion and the taxable amount between the two (although I think it should be apparent), so they decided 5 or 10 years ago to disallow indicating the two separate destinations for a single Form 1099-R.