BobR4
Returning Member

Retirement tax questions

Yes, I agree. So my question remains.

I would expect Turbo Tax to have additional questions that determine if (as in this case) the distribution was a qualified rollover to another account and thus not a distribution.

I am concerned that the way Turbo Tax is treating this event is incorrect, in that, it is qualified rollover and not an actual distribution to be reported on my tax return.

Any help or clarification is appreciated.

I believer there should be a question that asked was this a qualified rollover. It does ask about a rollover to a Roth IRA, but asks nothing about a rollover to a Traditional IRA (which in this case would be a qualified rollover without distribution).