@Edward Westmeyer wrote:
...the Ira amount was repaid to that same IRA. Later a second large amount was transfered from my IRA to my Roth IRA by the trustee.
Are you saying that you took two distributions from the IRA, the first that was rolled back to the IRA and the second a distribution that was converted to a Roth?
If that was the case then that is a situation that TurboTax does not support on a single 1099-R that has two different destinations (rollover for one and Roth conversion for the other). The 1099-R would have to be entered as two 1099-R's, one with the rollover only and one with the conversion amount. The total of both box 1 amounts would equal the amount on the actual 1099-R.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
