Get your taxes done using TurboTax

No, I did not get the same result!

• I posted both the TurboTax Online, and the Desktop CD versions.
• In both cases the total rollover amount is posted in 5a on the 1040.
• It says ROLLOVER below 5a.
• Since I included the entire amount as a rollover, Box 5b is zero.
• This is not included on line 11 Adjusted gross income in either case..

To check your posting of the 1099-R

Log into TurboTax

1. Under Federal
2. Select Wages & Income
3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
4. Now Edit the entry you've already posted
5. Continue the interview to
   1. Where is your distribution from?
   2. None of the above
6. What kind of retirement plan do you have ...?
   1. Qualified plan (most common)
7. Do any of these situations apply to you?
   1. None of these apply
8. How much of the $XX,XXX was a RMD?
   1. None of this withdrawal was a RMD
9. Did you roll over all of this $XX,XXX (Box 1) to another retirement account?
   1. Select either:
   2. Yes, I rolled over $XX,XXX to an IRA or other retirement account (or returned it to the same account).
   3. No, I rolled over less than $XX,XXX.
10. Finish the interview

Please contact us again and provide some additional details.