@YikesTaxes , my initial testing suggests that this is a TurboTax bug, but I'll have to do further testing to confirm that. It seems that indicating that you transferred any to your own IRA causes TurboTax to treat the entire amount as having been rolled over despite your subsequent answers indicating that only part of the distribution was rolled over. If you instead indicate that none of this was transferred to your own IRA, TurboTax (at least the online version, I have yet to test the CD/download version) will not allow you to indicate the amount rolled over) For now, the only way that I have been able to get the correct taxable result (I currently only have access to the online version of TurboTax) is to split the Form 1099-R into two:
Form 1099-R #1, indicate that it was transferred to your own IRA and none of it was RMD
Box 1: $6,000
Box 2a: $6,000
Box 2b Taxable amount not determined: Marked
Box 4: $0
Box 7: 4
IRA/SEP/SIMPLE box: Marked
Box 14: $0
Form 1099-R #2, indicate that it was not transferred to your own and it was all RMD
Box 1: $4,000
Box 2a: $4,000
Box 2b Taxable amount not determined: Marked
Box 4: $1,000
Box 7: 4
IRA/SEP/SIMPLE box: Marked
Box 14: $1,000
