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Retirement tax questions
If you did an indirect rollover, file a paper return. When Intuit efiles, the lines that denote the indirect rollover don't show up correctly. Basically it drops the ROLLOVER notation and the 2nd box (reported amount), leaving only the taxable amount box. This despite when you print a copy for your records it appearing correctly on printed copy.
I'm still dealing with this issue on my 2017 & 18 returns.
March 27, 2022
12:27 PM