Retirement tax questions

Was it a "direct rollover" to the IRA (i.e., the 401(k) custodian cut the check directly to the IRA custodian)? If so, it should have been reflected as such on your 401(k) 1099-R. If not, you will have to enter the amount you rolled over separately elsewhere in the interview (you may have to do that even for direct rollovers).

 

Note that if it's NOT a direct rollover, taxes were probably withheld from the rollover check. Since the gross (not net) distribution reduced by rollovers is taxable, that means you have to make up any tax withholding from the rollover check with your own funds to avoid taxation and possible penalties.