Retirement tax questions

Yes, since you have a 1099-R you have to include it on your tax return and report it as a rollover. This is how to do that in TurboTax:

1. Select Federal from the left side menu.
2. Select Wages & Income. 
3. Scroll down to Retirement Plans and Social Security.
4. Expand the section and click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R). 
5. Follow the steps to import or enter your 1099-R, or scroll down the bottom and select, Change how I enter my form. 
6. On the next screen, select Type it in myself, in the lower right corner.
7. Select 1099-R on the next screen and click Continue.
8. Enter your 1099-R on the next few screens. 
9. Continue until you get to Tell us if you moved the money through a rollover or conversion, select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and click Continue.
10. Pick the first answer to the next question, "Yes, all of this money was converted to a Roth IRA."
11. Continue through the end of this section.