Hey Tax experts, I was able to follow step 1 in the online version but not step 2. Specifically I don't see the questions after uploading my 1099-R.
- Answer No to Did You Inherit the IRA from (payer)?
- Answer I moved the money to another retirement account (or returned it to the same retirement account) on the What Did You Do With The Money From (payer)?
And after filling everything as much as I could, the amount in 1099-R is shown as 5a Pensions and annuities in 1040, and 5b Taxable Amount: ROLLOVER. I tried to delete all 1099-Rs and restart from scratch, but still doesn't work. Does anyone know what went wrong?
