topic 1099-R asks questions that do not make sense after completing the form information. I have a combination of IRA roll-over &amp;amp; ROTH roll-over. Can you clear up questions? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/1099-r-asks-questions-that-do-not-make-sense-after-completing-the-form-information-i-have-a/01/606598#M56839 <P>None of answers address roll-over into (1) Standard IRA and (2) Roth Account.</P> Thu, 06 Jun 2019 05:55:20 GMT r1txtll1500 2019-06-06T05:55:20Z 1099-R asks questions that do not make sense after completing the form information. I have a combination of IRA roll-over &amp; ROTH roll-over. Can you clear up questions? https://ttlc.intuit.com/community/retirement/discussion/1099-r-asks-questions-that-do-not-make-sense-after-completing-the-form-information-i-have-a/01/606598#M56839 <P>None of answers address roll-over into (1) Standard IRA and (2) Roth Account.</P> Thu, 06 Jun 2019 05:55:20 GMT https://ttlc.intuit.com/community/retirement/discussion/1099-r-asks-questions-that-do-not-make-sense-after-completing-the-form-information-i-have-a/01/606598#M56839 r1txtll1500 2019-06-06T05:55:20Z If you have a single Form 1099-R reporting a combination... https://ttlc.intuit.com/community/retirement/discussion/if-you-have-a-single-form-1099-r-reporting-a-combination/01/606607#M56841 <P>If you have a single Form 1099-R reporting a combination of rollovers to traditional and Roth IRA accounts, 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.&nbsp; The dollar amounts on the two split Forms 1099-R should total the dollar amounts on the original.<BR /></P> Thu, 06 Jun 2019 05:55:22 GMT https://ttlc.intuit.com/community/retirement/discussion/if-you-have-a-single-form-1099-r-reporting-a-combination/01/606607#M56841 dmertz 2019-06-06T05:55:22Z Is this an acceptable method to IRS, since a single 1099-... https://ttlc.intuit.com/community/retirement/discussion/is-this-an-acceptable-method-to-irs-since-a-single-1099/01/606614#M56842 Is this an acceptable method to IRS, since a single 1099-R was reported? Thu, 06 Jun 2019 05:55:23 GMT https://ttlc.intuit.com/community/retirement/discussion/is-this-an-acceptable-method-to-irs-since-a-single-1099/01/606614#M56842 r1txtll1500 2019-06-06T05:55:23Z It's the method indicated the TurboTax help.  The IRS is... https://ttlc.intuit.com/community/retirement/discussion/it-s-the-method-indicated-the-turbotax-help-the-irs-is/01/606621#M56844 It's the method indicated the TurboTax help.&nbsp;&nbsp;The IRS is generally satisfied if the totals match up.&nbsp;&nbsp;Also, if there is no withholding in box 4, details of the Forms 1099-R are not included in your e-filing.<BR /><BR />If these were independent distributions from a qualified retirement plan, any after-tax basis in box 5 must be split proportionately between the rollovers to the traditional and Roth IRAs.&nbsp;&nbsp;If these rollovers were the result of a split simultaneous distributions directly rolled over to two separate destinations following the guidelines of IRS Notice 2014-54, you would normally allocate the after-tax basis first to the rollover to the Roth IRA and any remaining after-tax basis (usually none) to the traditional IRA. Thu, 06 Jun 2019 05:55:25 GMT https://ttlc.intuit.com/community/retirement/discussion/it-s-the-method-indicated-the-turbotax-help-the-irs-is/01/606621#M56844 dmertz 2019-06-06T05:55:25Z