161457
New Member

Retirement tax questions

Thank you.  I had the same issue when using the desktop version of TurboTax Premier.  No IRA distributions but two 1099-R to report for a 401K to IRA rollover and a Roth 401K to Roth IRA rollover.  Line 4 on Form 1040 has the rollover box checked but no amounts.  Line 5 on Form 1040 has the rollover box checked and company distributions.

 

Filed over the weekend and the federal form was rejected for this reason "F1040-478 - If Form 1040, 'IRADistributionRolloverInd', 'IRADistributionQCDInd' or 'IRADistributionOtherInd' is checked, then 'IRADistributionsAmt' or 'TaxableIRAAmt' must have a non-zero value.