dmertz
Level 15

Retirement tax questions

Nothing on the Form 1099-R indicates the type of qualified retirement plan from which the payments are received, so just based on the information on the Form 1099-R TurboTax cannot preclude you from reporting the distribution as having been rolled over.

 

Distributions received as a series of substantially equal periodic payments for life or for a period of 10 years or more are not eligible for rollover.  They are essentially RMDs.