I retired last June and after retiring I had my small pension lump sum balance directly rolled over into my IRA.
So now I have a 1099-R which confirms my lump sum pension balance was rolled over directly into my IRA. The 1099 box 7 is correctly marked "G". But when I complete the turbotax income related "interview", answering the required questions, the lump sum pension balance is included in my "Total Income Summary" presented at the end of the 9 income related sections of the interview. It's not income, it's a direct rollover and non-taxable. I went back to the income section to confirm my answers and input.
Is this normal or a software bug? Do I need to make an edit manually by pulling up the associated IRS form turbotax will be filling out for me?
Thanks in advance for any guidance.
