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Get your taxes done using TurboTax
I agree, TurboTax's guidance as to which distributions not to list is lacking. Even in the CD/download version the Learn More provides "This list of items do not [sic] reduce your eligible retirement contributions" but does not say not to enter them.
Expecting TurboTax to remember in this section that you did a rollover, particularly a rollover in a prior year if that happened, is giving TurboTax too much credit. I would not have considered entering rollovers because I'm familiar with the instructions for Form 8880 and why TurboTax is asking for distributions. the IRS instructions explicitly indicate not to include rollovers.
‎February 22, 2023
8:36 PM