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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.
‎July 13, 2022
10:10 AM