dmertz
Level 15

Retirement tax questions

@JulieS , the Form 1099-R is correct as is, the IRA/SEP/SIMPLE box must be left marked.  As indicated in the original question, the rollover was from an IRA to a qualified plan, not from a qualified plan.  TurboTax's message suggesting that it has something to do with a Roth account is a bug in the online version of TurboTax.