dmertz
Level 15

After you file

bts, what is the code in box 7 of the Form 1099-R provided by the payer?

Is the IRA/SEP/SIMPLE box marked?

 

TurboTax sometimes has difficulty handling a partial spousal rollover of a distribution reported on a single Form 1099-R and you might need to split the form into two, one for the portion rolled over and another for the portion not rolled over.