Retirement tax questions


@BarryK123 wrote:

I got that same message, but when going into Forms and checking line 4b on the 1040, it showed up as taxable income.


Delete the 1099-R and re-enter.   Say that is was NOT a RMD, and then that it was rolled over.   Line 4a should have the box 1 amount  and the word "ROLLOVER" next to it and 4b should be blank or 0.

**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.**