dmertz
Level 15

Retirement tax questions

Delete and reenter the 1099-R from TurboTax.  In the follow-up questions, indicate that none of the distribution was RMD, indicate that you moved the money to another retirement account or returned it to the same account, then indicate the amount rolled over.  TurboTax will exclude the amount rolled over from the taxable amount on Form 1040 line 4b and will include the word ROLLOVER next to the line.