Retirement tax questions

The only way for it to be a rollover is the interview question or if you entered a code G into box 7 which is automatically a rollover.    If imported, perhaps the code imported incorrectly or was wrong in the import.

 

Delete the 1099-R and re-enter manually.

**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.**