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Retirement tax questions
My actual1099-R has the IRA/SEP/SIMPLE box checked. If I include that in Turbotax it does not give me an option to indicate that I rolled over this distribution back into the account. If I uncheck that box, it will allow me to answer that question. However, that will create a mismatch between my filing and the 1099-R. Even if I delete the entries and create a new 1099-R in TTax, if I check that IRA/SEP/SIMPLE box, I do not get the option to indicate a rollover. How do I deal with this? Thank you.
March 4, 2021
11:22 AM