Each person must enter the 1099-R for their own account separately.
So you have a 1099R with the total distribution part of which was converted to a Roth IRA, part was a QCD and the remained was rolled back.
This is a situation that is not directly supported by TurboTax on a single 1099-R - you cannot have two different destinations on one 1099-R so it must be broken into two 1099-R's. (That makes no difference to the IRS since they do not see your inputs, they only get the resulting 1040 form with the correct numbers on it.)
Use the same information on both 1099-R's that are on the original except for the box 1 and 2a amounts.
For one 1099-R enter into box 1 and 2a the amount converted to a Roth.
In the interview say "NONE of this was a RMD", say NO to the QCD question, and then say the money was moved to another (or same) account and choose "A combination of things" . Enter the amount of the Roth conversion amount (the box 1 amount) into the bottom convert box and continue to the summary screen where you can add another 1099-R.
For the 2nd 1099-R enter the remaining box 1 and 2a amounts and again answer the RMD question that "NONE of this was a RMD", then answer yes to the QCD questions and enter the amount of the QCD, then say the money was moved to another (or same) account and choose that you rolled all the money over, then continue to the end.
That should place the original 1099-R amount on the 1040 line 4a and the taxable amount of the conversion on 4b with a statement that will be attached that shows the rollover and QCD amounts.
Do the same thing for the other spouses 1099-R.
[One other thing - if you DO NOT get the RMD and QCD question then there is a software bug.
2020 TurboTax presently has a bug the prevents it from asking the necessary question for those with birthdates between July 1, 1949 and June 30, 1950. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate in TurboTax back to your actual birthdate.]
**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.**
