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Rollover from 401k to IRA is being called 'Pension and Annuity Distributions' by TurboTax
Received a 1099-R for rollover from 401k to IRA. Taxable amount $0 as expected. But as I proceed through filing, TT throws up a page with the header 'Here is how your retirement and IRA distributions affect your income.' Then in a short table it has 2 rows
Traditional and Roth IRA distributions
Pension and annuity distributions
... and 2 columns titled 'Total' and 'Taxable'.
In this 2x2 grid, the amount from 1099-R is listed on the 'Pension and annuity distributions' row. Why? I am not taking a pension or annuity distribution.
Please advise.
March 6, 2025
9:46 AM