murielmclemore
Returning Member

Retirement tax questions

I followed this suggestion and marked the Rollover box on the 1099R form.  BUT, when I returned to the 1040, the amount was still listed as income.  I went back to the 1099R form and under the inherited section I marked the box  "treat it as recipient's own (this is treated as a rollover)"  I did not change Box 7 from 4.  When I went back to form 1040, the amount of the distribution was included in ROLLOVER amount.  Hope this helps someone else.