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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:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
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March 6, 2022
5:02 AM