What is the code in box 7? Was all of it rolled over into a traditional IRA?
If you have code G in box 7 then and it was rolled over to a traditional IRA then please make sure you answer the follow-up questions like this:
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- On the "Did you move the money to a Roth IRA?" screen answer "No"
Also, please verify that you didn't select "I need to prepare a substitute 1099-R" when you entered your Form 1099-R.
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