DanaB27
Expert Alumni

Retirement tax questions

If this was from an IRA then you will see this question: On the "Did you move the money to a Roth IRA?" screen answer "No". Then TurboTax will know it was rolled over to the same kind of retirement account.

 

You can verify that the entry is correct please look at form 1040 line 4b (taxable amount), it should show $0 and state 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

 

 

@dkrich

 

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"