AmyC
Expert Alumni

Deductions & credits

The program asks about moving the money and then asks was all of it moved. If it was not all, you have to enter the amount. I think something got missed in this area. In addition, the pensions are probably coded as box 7 code 7 for a normal pension distribution rather than being recognized as rolled over funds. Proper answering should correct the location of the dollars.

 

  1. When asked Tell us if you moved the money through a rollover or conversion select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and select Continue
  2. On the next screen, Did you roll over all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue

Reference: Rollovers of Retirement Plan and IRA Distributions - IRS

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"