Mega Backdoor Roth Rollover last year - do I need to file any tax forms?

[ZiziPB]

I did an in-service split rollover from my 401k in 2015:  after-tax contributions to a Roth IRA and earnings on those contributions into a tIRA.  Fidelity handled it all as they are my 401k admin and I have both IRAs with them.

Is there anything I need to show on my tax return related to it?  Do I need to file any forms with the IRS?

[MDM]

I did an in-service split rollover from my 401k in 2015:  after-tax contributions to a Roth IRA and earnings on those contributions into a tIRA.  Fidelity handled it all as they are my 401k admin and I have both IRAs with them.
Is there anything I need to show on my tax return related to it?  Do I need to file any forms with the IRS?

The amounts should hit form 1040 on line 16, and be taken from the comprehensive 1099 Fidelity sent(?) you.  Some will be taxable and some will not.

Many (most? all?) tax programs ask you to enter 1099 information.  Then the program moves that information to the appropriate form(s).

[ZiziPB]

Thanks, MDM.  I'm using TurboTax that downloaded my info from Fidelity.  I will take a closer look at it.

Not sure why you are saying that some of it will be taxable?  The after-tax portion should not be taxable.  And the earnings were rolled over to a traditional IRA, so that should not be a taxable event either?

ETA: I did get a 1099-R from Fidelity showing the gross amount of the distribution and showing the taxable amount as $0.  So the only question remains whether there is anything else I need to do in connection with the filing of my tax return.

[MDM]

$0 taxable looks correct.  Must have misread something earlier.

[ZiziPB]

Just wanted to update this thread in case someone else is looking for the answer to this.  For some reason TurboTax did not pick up this 1099-R when downloading my forms from Fidelity.  I entered it in manually.  The total amount of the rollover is shown on line 16a, with taxable amount showing as $0 on line 16b.  The questions from TurboTax relating to this 1099-R were strange, and at least 3 times I got the warning of "this is not common".  TurboTax looks at the mega backdoor roth transaction as a rollover of the total amount to a Roth IRA, with a recharacterization of the portion that constituted earnings to traditional IRA status.  Weird, but I think it works.  The correct amount is shown as Roth IRA conversion basis on the IRA worksheet, so I think I am all set.