dmertz
Level 15

Retirement tax questions

There is no need for a workaround; the proper way to enter the rollover has already been described above.

 

JamesSutton's workaround is not viable.  If used, the IRS Automated Underreported System will flag an underpayment of tax and a distribution that would have been subject to an underpayment penalty if not rolled over will still have the penalty included on the tax return.