Under form 1099-R, we rolled over a portion of the distribution, but not all of it. However, I do not see an option to input a partial rollover - How is this done?

[macuser_22]

Don't say that you rolled it all over but that you did a combination of things and then enter the amount rolled over.

[keelertuckernan]

Thank you for the suggestion. However, I don't see an option to add any notes or partial amounts in Turbotax. Thanks!

[macuser_22]

If you are using the online version then it looks like this.

[kubo08]

In the CD based version for 2022, this interview does not come up. How do I enter a partial rollover?

[DoninGA]

---

@kubo08 wrote:

In the CD based version for 2022, this interview does not come up. How do I enter a partial rollover?

---

This screen is presented using the TurboTax desktop CD/Download editions after you have completed the entry of the Form 1099-R

[kubo08]

I have seen this interview for other 1099s. For this 1099, the interview does not show up. Is this because the Distribution code is G? 

[DawnC]

Yes, if your distribution code is G - that indicates it is a direct rollover.    You will be asked if you rolled the money over to a Roth account.    The rollover distribution is nontaxable unless you rolled it over to a ROTH account.   @kubo08