Thanks for the quick reply, but I still don't understand what you're saying. Perhaps I'm confusing two numbers that just coincidentally are the same. 1) On my 1099R, I have 200,000 in box 1, and 50,000 is box 2a. I would assume that means I need to pay taxes on that 50,000. 2) If that's true, then something about the way I'm entering the 1099R and answering the related questions is wrong. When it asks if I rolled over the entire amount, I answer "no", then I tell it how much of that 200,000 I rolled over, which is 150,000. With those answers, I get $0 income tax owed, when I think I should owe tax on that amount from box 2a. I read the tax code reference you sent, and it seems to say if I rolled over 150,000 of 200,000, I still owe tax on the 50,000 that I didn't roll over.
