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Retirement tax questions
For 2021 taxes I had the same concern (a rollover distribution from a pension fund to a traditional IRA - looked to be included in Income within TurboTax in the Income summary section). However upon following the advice provided (look at the Form 1040 within "Forms" tab in TurboTax) I saw the words "ROLLOVER" on line 5b and the pension rollover to IRA amount was subtracted from the value on row 5b. Note that row 5a does include the rollover amount but it is subtracted out for row 5b which is used to sum up your taxable income.
‎February 15, 2022
6:01 PM