GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

You are correct in that a rollover of the type you describe should have the word "Rollover" on line 5a of the Form 1040.  Did you import your 1099-R into TurboTax?  There is the option to manually enter your 1099-R information into TurboTax but knowing how you entered your 1099-R may help us better understand what took place. 

 

Also, did you see the page Tell us if you moved the money through a rollover or conversion?  If yes, did you choose the first option I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days).  

 

@Shakes0

 

 

 

 

 

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