MarilynG1
Expert Alumni

Get your taxes done using TurboTax

When entering the 1099-R, enter it as issued.  

 

When asked 'how much was RMD?" enter 8K.

 

When asked how much was QCD, enter 10K.

 

When asked how much was converted to Roth enter 20K.

 

See the Note at the bottom of the screenshot posted earlier, 'We'll assume everything that wasn't rolled over or converted was cashed out or wound up somewhere other than a retirement plan'.

 

@susannawtang 

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