[note, this is for one 1099-R with an RMD and a partial rollover]
Please do the following:
- open your return in TurboTax
- do a Search for "1099-R"
- Click on the jump-to link
- delete your 1099-R in question (make sure you have a copy)
- add a new 1099-R
- in the interview, enter the 1099-R
- When you get to the screen with the heading "What did you do with the money from (plan administrator)?", check "[name} moved the money to another retirement account..."
- Three new lines appear, check the option, "[name] did a combination of rolling over, converting, or cashing out the money"
- More new lines appear - enter only the amount you actually rolled over (as noted here, the rest will be assumed to be taxable)
- COMPLETE the 1099-R interview - for some reason, the 1040 is not updated until some point near the end of the interview (perhaps until the RMD question is asked)
- Now check lines 4a and 4b to see if they are correct.
[Edited 1/30/2020 11:35 am CST]
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