Please be aware that the distribution amount will show on the summary page. To verify your rollover please look at Form 1040 line 4. If you rolled over the complete distribution then 4b (taxable amount) will be $0.
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
If this is not the case then please go back to the 1099-R section and review your entries carefully.
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- Read follow-up questions carefully.
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