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Retirement tax questions
It is listed under income on the income summary, but not as taxable income on your tax return. You may need to delete the 1099-R and then re-enter it. Make sure you answer the follow-up questions where you detail the rollover amounts. Then check your tax return. The full amount will be on 5a, but you should see the word ROLLOVER and a zero on line 5b (taxable distribution).
How to delete forms in TurboTax Online
Preview Form 1040 in TurboTax Online.
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March 2, 2025
2:36 PM