You should receive 2 1099-R's. One will be to report the rollover distribution, the second will be for the distributions you took as monthly payments.
You will enter each 1099-R separately. The 1099-R for the rollover will not be added to the monthly payments you received.
Follow these steps to enter your 1099-R:
- Open (continue) your return if you don't already have it open
- Search for 1099-R and select the Jump to link in the search results
- Answer Yes on the Did you get a 1099-R? screen
- If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
- Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms
- If you prefer to type it in yourself, select Change how I enter my form and continue.
This link Where do I enter my 1099-R? has information you may find helpful.
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