Thank you. I have done that but it does not seem to accomplish anything. The only way I have been able to get to the "decision tree" about rolling over the funds is by unchecking the IRA/SEP/SIMPLE box. Then it works perfectly. It asks me if I returned the taxes (which I did) and gives me credit for rolling it over. But I am sure the discrepancy will get picked up by the IRS. I have tried deleting the form and inputting manually, re-importing the form etc.
I finally did this.
1. Unchecked IRA/SEP/SIMPLE box in step by step for this 1099.
2. Went through questions about rollover.
3. Went in to Forms and checked IRA/SEP/SIMPLE box in Forms.
4. Went back to step-by-step and finished answering questions.
The Smart Check did not indicate a problem with that change in the forms section. And the program did not include that distribution in taxable income. HOWEVER, if I walk through that form again in step-by-step, it will revert to including that distribution in taxable income. I do believe that Turbotax still needs to address this somehow.
Thank you for your quick reply.
