dmertz
Level 15

Retirement tax questions

In the follow-up to entering the Form 1099-R exactly as received under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R), indicate that you moved the money to a Roth IRA.  You should see the amount appear on Form 1040 line 16b (or Form 1040A line 12b) and you should see the word ROLLOVER next to the line.