The distribution check was rolled over an split between an IRA and
Roth IRA with my brokerage firm and not cash/income to me. How do I report this in Turbo Tax as not part of my income and reduce what I owe?
Since the only possible way that this could have been a rollover is if it was a direct rollover from an inherited traditional account in a qualified retirement plan to inherited traditional and Roth IRAs, my questions are intended to determine if this might have been what took place.
Form 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.:
A single Form 1099-R rolled into multiple types of retirement plans (IRA, Roth IRA, other qualified retirement plan, etc.) is not supported. In this situation you must determine the amount rolled into each type of plan. Then treat each part of the rollover as a separate distribution and enter on multiple 1099-R worksheets.