dmertz
Level 15

Retirement tax questions

I would expect that this Form 1099-R had the same amount in box 2a as is in box 1 (unless there is an amount in box 5) and should have code 1 2 or 7 in box 7.  The result that you are seeing seems to suggest that you told TurboTax that the entire gross amount was rolled over instead of saying that only part of the gross amount was rolled over.