This is curiouser and curiouser. I spoke to a customer service rep and, in the process, stumbled onto something. I had been using a record brought in from last year's TT file. As I went through the entries online with the rep, I showed her that if I change the distribution code from 4 (Death) to 7 (Normal Distribution), everything works as expected. Then I created a new 1099-R as just to show her every step. When I got to the page that asks if there are any uncommon situations, I had selected: I inherited this IRA. She stopped me and told me to select None of these apply. When I did, the rollover screen appeared at the end. Oddly enough, though, when I made the same change on my original 1099-R record, nothing changed. She said I did not need to choose "I inherited this IRA" because I had already entered the distribution code 4. This is not very clear to the user.
