Dave212
New Member

1099-R Rollover and Roth Conversion

Please help...  Fidelity 1099-R has on a single form my 401 to Roth Conversion (taxable) AND subsequent full 401 to Traditional IRA Direct Rollover (not taxable); box 1 Gross includes both, box 2a just Roth Conversion amount (this seems correct). Input the 1099 exactly; including "Total Distribution" box checked.  How do I tell TurboTax to exclude the rollover and include the conversion as income?