Last year I did two direct rollovers from my 403(b) six months apart. The first went to my IRA and is nontaxable. The second went to my Roth IRA and is taxable (as a partial conversion?). I received one 1099-R that combined these two transactions with the total amount of both rollovers in Box 1. The taxable amount, that went to the Roth IRA, was correctly entered in Box 2a. The Box 7 code is G. When I tried to enter this single 1099-R in TurboTax, it did not treat the differing taxable/nontaxable amounts properly. Therefore I asked the payer who issued the combined 1099-R to instead send me two 1099-R's, one for each distribution. They refused. So is there a way for me to enter this 1099-R in TurboTax so that the two rollovers are treated properly?
