dmertz
Level 15

Retirement tax questions

TurboTax knows to report this sort of rollover as nontaxable income provided you answer the follow-up questions correctly.

 

Also, If you are using the CD/download version of TurboTax, TurboTax might include in your e-filing an explanation added in forms mode by clicking the Explain button on line 4b of the 1040/1040SR Worksheet, but, in case that doesn't work, still be prepared to provide a separate explanation if the IRS asks for one.