I rolled money from an ESOP plan directly to my IRA account this year.
After I enter info from My 1099-R form, Turbotax Premier is not asking me the interview questions I found online, so I don't have a chance to say I rolled the money over into an IRA. I found the following interview questions online, but wasn't asked them in Turbotax:
- When asked Tell us if you moved the money through a rollover or conversion select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and select Continue
- On the next screen, Did you roll over all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue
Turbotax only asks if I had a disaster distribution, or something similar, which I didn't. Additionally, the withdrawal amount shows up as income in Turbo tax, although on form 1040, line 5a the money shows as income, with the word 'rollover" shown below it.
It seems that Turbotax has an error in the interview .
How can I make sure the rollover is being correctly handled?
