Retirement tax questions

Did you get a 1099R for it?  What code is in box 7?  Did they take any tax withholding out of it?  

 

 If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 and make sure it’s right.   For 1099R check 1040 line 4b or 4d for any taxable amount.  If it was a rollover it should say ROLLOVER by it and 0 taxable.