jtax
Level 10

Retirement tax questions

I'm confused. You state below that " It still asked her if this was a rollover", but above you say "TT does not give me the option to tell it was not a rollover." Is it asking you a question? If you say "no" it was not a rollover what happens.

Are you using desktop software? If not what do you mean by reinstall? (The forum software says you are coming from the online version). [The questions may be different. E.g. the desktop software does not ask if it is a rollover. Rather it asks "what did you do with the money from this payer?" If you are using the desktop software you can go into forms mode and look in detail at the "additional distribution information" worksheet (scroll down int the 1099-Rs). Section B deals with rollovers and distributions, so you can see if there are entries there and probably remove them.
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