Get your taxes done using TurboTax

Ok I think I got that figured out now.

If I selected 'I did a combination of rolling over and converting some or all of this money', it brought me to Separate your rollover and conversion, which didn't seem right because the only option was to delete the 1099-R and enter two separate ones.

The best option on the Tell us if you moved the money through a rollover or conversion page was to select 'I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)'.

That brought me to Did you roll over all of this $7,000.00 (Box 1) to another retirement account?

I selected 'Yes, I rolled over $7,000.00 to another traditional IRA or retirement account (or returned it to the same account).' which brought me to the not owing taxes page!