Retirement tax questions

Hi there -

 

Thanks for your response!  When I add the 1099-R form into Turbo Tax, as it is, I don't get any questions regarding what I did with the funds.  It's a disability withdrawal ("3" in box 7) and the rollover was made afterwards by a few days.  It assumes the whole amount is taxable because of this.  When I change box 2a to adjust the taxable amount, subtracting what I rolled over, it does ask, but I've been told by a live TurboTax advisor not to alter the values given in the form.  

 

Any further thoughts would be appreciated.

Thanks!