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It sounds like your software may need an update to ensure the amounts are pulled into the forms correctly. I just did a test based upon your numbers and I am able to access the screen as ThomasM125 provided above. I was able to enter the information you have provided and indicate a portion was rolled over.
To update your program, log into your desktop product. Select Online in the menu on the top, and then select Check for Updates.
If that does not update your program, you can also manually update your program.
Then, go back to your 1099-R input and select edit to the right of the applicable 1099-R. Review your input on each screen until you see the screen titled "what did you do with the money from xxx?"
On this screen, be sure to select the following options:
- XX moved the money to another retirement account (or returned it to the same retirement account).
- XX did a combination of rolling over, converting, or cashing out the money.
- The next option will ask you how much of the money was moved to an IRA, 401(k), or other retirement account. Be sure to enter the amount that was rolled over in this section.
