Don't say that you rolled it all over but that you did a combination of things and then enter the amount rolled over.
Thank you for the suggestion. However, I don't see an option to add any notes or partial amounts in Turbotax. Thanks!
If you are using the online version then it looks like this.
In the CD based version for 2022, this interview does not come up. How do I enter a partial rollover?
@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
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?