Retirement tax questions

That is a rollover within the 60 days allowed.

 

Delete the 1099-R and re-enter.  When is asks what you did with the money say you "moved" it to another (or same) account.   Then say it was all rolled over.

 

The 1040 line 4b should be zero with the word "ROLLOVER" next to it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**