Can I file a IRA withdraw of $100,000, a rollover of $20,000 with in 5 days back to the IRA, a Roth conversion of 30,000, and a distribution of $50,000 using one 1099 R?

[macuser_22 · Accepted solution]

No.  You need to separate it into two 1099-R's.  One for the $30K in box 1 and 2a for the Roth conversion and one for $80K for the rollover and partial distribution.  Rollovers and conversions cannot be on the same 1099-R.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]