Get your taxes done using TurboTax

You can indicate a partial rollover in TurboTax. by following these steps in TurboTax Online:

1. Open your tax return
2. Click on Federal in the left-hand column, then on Wages & Income
3. Navigate to the list of income categories
4. Locate the section Retirement Plans and Social Security and click on the arrow on the right
5. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
6. Enter your form 1099-R and follow the interview
7. When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
8. On the next page titled Did you roll over all of this $30,000.00 (Box 1) to another retirement account?, click on No and enter the amount rolled over in the box below.