evergreens, a Form 1099-R that (properly) reports the combination of distributions that were rolled over and were converted to Roth is something that TurboTax is not programmed to accommodate. To be able to use TurboTax to report this you must split and enter this Form 1099-R as two Forms 1099-R, one for the portion rolled over and the other for the portion converted to Roth. The dollar amounts on these two separate Forms 1099-R must total to the same amounts as are in the corresponding boxes of the original. The amounts in boxes 1 and 2a must equal each other.
