Thank for the quick response. I see a slightly different set of options. Here are the steps I went through after deleting the 1099-R and then starting a new 1099-R for the rollover and normal distribution:
• Is this 1099-R for a contribution that your employer made to a Roth account? (No)
• Did you inherit the IRA? (No)
• What did you do with the money?
○ I moved the money to another retirement account
• Of the available options, I then chose:
○ I did a combination of rolling over, converting, or cashing out the money
• I entered the amount rolled over, and left the amount converted to a Roth IRA blank.
• Did I put this money in an HSA (No)
• Was the withdrawal due to a qualified disaster (No)
Form 1040 line 4a now shows the total amount, but line 4b shows zero for the taxable amount. It should show the normal distribution.
Any suggestions?
