dmertz
Level 15

Retirement tax questions

For a properly reported rollover of the entire amount, line 4a will include the amount from box 1 of the Form 1099-R and line 4b will include none of it.  The word ROLLOVER will appear next to the line.  If the word ROLLOVER is not present, it's not being reported as a rollover.

 

If you are using the CD/download version of TurboTax, make sure that you have allowed TurboTax to install the latest update.

 

If your tax return includes multiple 1099-R forms, it might help to delete them all and reenter all of them.