@marinchip wrote:
In your example you enter the $7000 (the rollover and restoration) in one query after it says to enter the exact amount from the 1099R line 1 which would be $10,000.
In the following query you enter $3000 (the conversion) after it again says to enter the exact amount from the 1099R.
That is only general information for "normal" 1099-R's, and you *are* entering the exact information only it is split between two TurboTax data entry screens. The 1099-R screen in TurboTax is NOT a 1099-R form, it is just a data entry screen. As long as the two box 1 and 2a amounts when added together match the original 1099-R then you have entered the "exact" amounts - you just did it on separate data entry screens.
The only thing that is sent to the IRS is the 1040 form line 4a & 4b that will match the original 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.**
