But you answered YES I rolled it over to an IRA. I think that's all you need. Then it would only need to know IF you rolled it over to a ROTH account. What code is in box 7 on the 1099R? @dmertz
If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. 1040 line 4a or 5a is just the gross amount. Check lines 4b & 5b for any taxable amounts. For a rollover line b should be zero and the word Rollover checked by it.
Did they take any withholding out of it? If they did you had to add it back in from your own money when you put it back or the withholding will become a distribution by itself.
