Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 16, 2022 7:16:40 PM

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?

0 7 1141
7 Replies
Level 15
Apr 16, 2022 7:22:59 PM

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

New Member
Apr 16, 2022 8:28:37 PM

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

 

Level 15
Apr 16, 2022 8:56:16 PM

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

 

New Member
Mar 8, 2023 10:43:53 AM

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

Level 15
Mar 8, 2023 10:55:22 AM


@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

 

 

 

New Member
Apr 2, 2023 7:03:39 PM

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? 

Expert Alumni
Apr 2, 2023 7:46:14 PM

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