rjs
Level 15
Level 15

After you file


@weatherstone wrote:

When I print out the form, it does say ROLLOVER, but I did not input that.


You might not have entered the word "rollover," but you must have entered something that made TurboTax treat it as a rollover. TurboTax does not decide on its own that it was a rollover, and there is nothing on your 1099-R forms to indicate a rollover. You might have said that you moved part of the money to another retirement account.


If you still have the 2019 TurboTax software installed, I suggest that you review your entries. Be careful not to change anything. Don't save the tax return after you review it. Better yet, make a copy of the .tax2019 file and use the copy for your review.