DanaB27
Expert Alumni

Retirement tax questions

You can ignore the error message in TurboTax Online if you selected "no" to the questions "Was the money rolled over to a Roth IRA" and click “This is Correct”.

 

You can verify on Form 1040 line 4 that the entry is correct. You will see the distribution amount on line 4a and 4b will be $0 with ROLLOVER next to it.

 

To preview Form 1040:

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left
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