Retirement tax questions

You will enter the 1099-R as shown and indicate that it was partly rolled over and partly converted to the Roth in the follow-up question. 

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “1099-R”
3. Click on “Jump to 1099-R"
4. Click "Edit" next to the 1099-R
5. Answer all follow-up questions carefully.

Form 1040 will show the total distribution amount in line 5a and the taxable amount in 5b (from box 2a from the Roth Conversion).

To preview Form 1040:

1. Click on "Tax Tools" in the left menu
2. Click "Tools"
3. Click "View Tax Summary" in the Tool Center window
4. Click on "Preview my 1040" on the left