You have to enter your Form 1099-R as if it was two separate Forms 1099-R. One for the rollover and one for the Roth Conversion. The amount that was not rolled over should be included with the rollover. For the Rollover,
after entering the Form 1099-R information, indicate:
- Delete the 1099-R entry for the normal distribution and Rollover.
- Enter Form 1099-R using the amounts applicable to the rollover and distribution. After entering indicate:
- "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)".
- On the next screen mark "No, I rolled over less than [$amount of distribution]
- In the box that appears, enter the amount you rolled over to another IRA
- On the Review your 1099-R info screen, click on "Continue" and provide any additional information as warranted
You should see the entire amount of the rollover and normal distribution on line 4a of Form 1040 and the taxable amount on line 4b.
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