You are dealing with a number of items. The only way you will be able to segregate out for each item is to do 3 separate 1099R entries in TurboTax. One for the QCD amount, one for the Cares Act RMD rollover, and one for the Roth IRA conversion. Note the 3 1099Rs should total the box amounts for the 1 1099R received from the broker.
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You need to be at over 70 1/2 to take the Qualified Charitable Distribution deduction for your withdrawal. If you are at least 70 1/2, TurboTax will ask whether a portion of your withdrawal was QCD under the Uncommon Situations screen directly after you entered the 1099R information in TurboTax Online.
2. RMDs were waived for 2020. The CARES Act provisions apply to most retirement plans, including traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k) plans, 403(b) plans, 457(b) plans, profit sharing plans and other defined contribution plans. The RMD suspension does not apply to qualified defined benefit plans.
If you took a RMD but returned it in time then follow these steps when entering your 1099-R:
Please follow these steps to enter your 1099-R and RMD rollover:
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Login to your TurboTax Account
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Click on the Search box on the top and type “1099-R”
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Click on “Jump to 1099-R”
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Continue until "How much was a RMD?" and select "none"
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You must indicate to TurboTax that none of the distribution was RMD. If you already enter the 1099-R as RMD and changing your answer to the RMD question doesn't work then you have to delete and re-enter the 1099-R form
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"Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
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"Continue answering the questions
3. Enter the Roth IRA conversion into TurboTax. Follow the screens the indicate you rolled the amounts into another retirement account.
