Retirement tax questions

You have to enter the 1099-R correctly and then answer the questions following correctly. After you enter the 1099-R data as it is on your form, and click Continue, Turbotax will ask you if you rolled over any portion of the distribution. Answer appropriately (you did roll it over - back into the same account) then Turbotax will ask if you rolled it over into a ROTH IRA, answer No, and that should take care of it. The distribution will still show in your Income Summary, but it will not affect your tax. It will show on your tax return with the word ROLLOVER next to it and that is all that happens.

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