This is still Okay. Since she is 49 it is a distribution received before retirement age 59 1/2. TurboTax is picking up her date of birth from the "My Info" section of the return. You may have everything posted correctly provided you did go through and indicate that these were rollover contributions.
Please use these steps to preview your tax return.
- On the menu bar on the left that shows.
- My Info
- Federal
- State
- Review
- File
- Select Tax Tools
- On the drop-down select Tools
- On the popup menu
- Select View Tax Summary
- On the left sidebar
- Select Preview my 1040.
Line 4a - IRA Distribution
Box 4b - Taxable IRA
Line 5a - Pension Distribution
Box sb - Taxable Pension
Line 15 - Taxable Income
Line 24 - Total Tax.
Line 25 - Withholdings.
Line 33 - Payments including Credits.
Line 34 - Overpayments.
Line 37 - Tax owed.
To return to the entry screens press Back on the sidebar.
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