MindyB
Expert Alumni

Get your taxes done using TurboTax

Yes.  You can revisit the 1099-R section. After entering the information from your 1099-R, you will come to a screen with the heading  "Tell us if you moved the money through a rollover or conversion"

 

  • Select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
  • Next screen - Choose that you rolled over less than the total distribution
  • A box will populate asking for the exact amount.  Enter $2,000.