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@Confusedreturn wrote:

Thanks Champ for the follow-up. Here is the info:

 

Box 7  = 2

Box 2a = equal to box 1 (don't want to give an exact amount as that should not matter)

Ira/Sep/Simple = checked

I don't follow your question regarding "moved:". I use the desktop version of TurboTax and am not sure what you are referring to. I answered the question that I moved it to another retirement account and move all the money. Once I entered the 1099-R, turbotax said I would not be taxed on it. When I answered the questions that I oved the entire amount TT again said I owed no taxes on it.


Did you enter it this way?

 

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**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**