Retirement tax questions


@minin4pd wrote:

I entered the 1099-R, but TurboTax includes it as income instead of a direct rollover. It makes calculating whether the standard deduction or the itemized deductions are the way to go impossible.  


Was the code in box 7 a G—Direct rollover of a distribution to a qualified plan, a section 403(b)
plan, a governmental section 457(b) plan, or an IRA.?

 

Did you indicate that you move the distribution to another tax deferred account?

 

What is shown on your Form 1040 Lines 5a and 5b or Lines 4a and 4b?  Is the word ROLLOVER entered on either Line 4a or 5a?