Retirement tax questions

How do you know it is Not treating the distribution as a rollover?  Are you looking at an income summary screen?  That would not accurately reflect a distribution as a rollover.

Is the code in box 7 a G?  After entering the Form 1099-R tax data did you indicate that you moved the funds to another tax deferred account?

 

What is entered on Line 4d of your federal tax return Form 1040?  Is the amount from Line 2b of the 1099-R entered on 4d or are the words Rollover shown to the left of Line 4b?

 

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.