Retirement tax questions


@dmertz wrote:

I assume that the rollover was completed long ago.  I don't see anything to suggest otherwise.

 

As far as I can tell, TurboTax properly places the word ROLLOVER next to line 4b after entering a Form 1099-R with code G in box 7 and the IRA/SEP/SIMPLE box marked.  If you don't see the word ROLLOVER next to line 4b, I suggest deleting and reentering this Form 1099-R.  The problem reported on this thread has to do with a rollover from an account like a 401(k), not a rollover from an IRA.


Yes, and it does with the desktop version but is missing in the online version.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**