Carl
Level 15

Retirement tax questions

Enter the 1099-R *EXACTLY* as printed. then (and this is important) pay attention to detail on the screens that will follow and select appropriately. If it was taken out of a traditional tax deferred retirement account, and then deposited in a different traditional tax deferred account, if you answer the questions correctly on the screens that follow the 1099-R entry screen, you will not be taxed on it.