Retirement tax questions

Did you indicate that this distribution was from an IRA or not?

When you were completing the section after entering the 1099-R, did you indicate that you moved his money to another retirement account?  If so, did you indicate that all the money was rolled over?

 

If for an IRA -

If you answered the questions correctly for the IRA withdrawal it would have entered the amount on Form 1040 Line 4a, the word ROLLOVER below the distribution amount and a 0 (zero) on Line 4b.

If from a pension or an annuity -

If you answered the questions correctly for the pension or annuity withdrawal it would have entered the amount on Form 1040 Line 5a, the word ROLLOVER below the distribution amount and a 0 (zero) on Line 5b.