dmertz
Level 15

Retirement tax questions

The total of the gross amounts (box 1) of all of the Forms 1099-R with the IRA/SEP/SIMPLE box marked will be included on line 4a, not just the amount rolled over.  The portion of that total that was over will be excluded from the amount on line 4b and TurboTax will automatically include the word ROLLOVER appear next to the line.