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?

Forum|Forum|1 year ago
February 12, 2025
1 reply
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Using the premium service. Part rolled to standard IRA, part to Roth IRA.

Best answer by dmertz

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.

dmertzAnswer

Employee

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.

donmaxwell206Author

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

Employee

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.