Let's review what you entered into TurboTax in the 1099-R interview:
1. On the screen "What did you do with the Money from [name of 1099-R]?", did you check
* [name] moved the money to another retirement account
* [name] did something else with it
2. If you chose the first bullet above, two more lines should have opened:
* [name] rolled over all of this money to another traditional IRA or other retirement account
* [name] did a combination of rolling over, converting, or cashing out the money
3. If you chose the second bullet above, three more lines should be opened:
* Amount rolled over to another retirement account _________
* Amount converted to a Roth IRA account ___________
* NOTE: We'll assume everything that wasn't rolled over or converted was cashed out or wound up somewhere other then a retirement account.
I am assuming that you checked bullet #1 on screen #1, and bullet #2 on screen #2.
On screen #3, how much did you enter on bullet #1? What was the entire amount of the 1099-R distribution?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
