To follow-up on our initial response, can you confirm for us whether the amount reflected on your 1099-R (that is the amount that is being rolled over into a traditional IRA) is showing as a non-taxable distribution on your federal return, Form 1040. Our test return includes a 1099-R reflecting a gross distribution amount, a checkmark in the total distribution box, and a distribution code of G. Line 5b on our test Form 1040 includes the term "Rollover" and a taxable amount of 0. We understand that there may be an issue to resolve regarding your MA return, but for now we wanted to confirm what the 1099-R entries reflect on your Form 1040.
Because you are using TurboTax online, to view your Form 1040, follow these steps.
- Open or continue your return.
- Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
- With the Tax Tools menu open;
- Select Tools.
- Next, select View Tax Summary in the pop-up.
- Then Preview my 1040 in the left menu.
- To get back to the step-by-step instructions, just click Back in the left margin.
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