dmertz
Level 15

Retirement tax questions

Critter-3, that's sufficient to get TurboTax to treat it as taxable only if you also have a zero in box 5.  If box 5 is blank and you indicate that it was rolled over to a Roth IRA, TurboTax will assume that the payer meant to put in box 5 the same amount as is in box 1 and will still treat it as nontaxable.