Thank you for your response, but again, the TT software is not working properly. Even though I check the box that the distribution is NOT an RMD, I am still assessed a tax liability for the income from this 1099-R.
I am never given the option to indicate that the income on the 1099-R was returned to a retirement account as a Qualified Rollover.
Thus, I am dinged with a tax bill by TT software when I should not be. Your recommend makes total sense, but the TT software is not offering the option you recommend, at least for me.
And again, the IRS agent I spoke with in their retirement section earlier today told me that she has been getting numerous calls from TT customers with this same problem. Please, TT, fix your software! If you do not believe me, contact me and I can demonstrate (via screen-sharing) your software's problem. Thank you
