DanaB27
Expert Alumni

Retirement tax questions

Please check Form 1040 line 5b it should say $0 and state ROLLOVER next to it. Please be aware that the distribution will be included on the TurboTax summary page which shows gross income.

 

If this doesn't help then try to delete and reenter the Form 1099-R. 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Make sure you answer "No" to the follow up questions "if it was rolled into a Roth 401k or 403b" and "if it was rolled into a Roth IRA"

 

If you still need help after trying this then you might need more detailed help. Please see What is the TurboTax phone number?

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