dmertz
Level 15

Retirement tax questions

First, confirm that TurboTax is treating it as taxable by seeing that it is being included on Form 1040 line 4d.  If it's appearing there:

 

What is the code in box 7 of the Form 1099-R provided by the payer?

Does the Form 1099-R show a nonzero taxable amount in box 2a?

Does the word ROLLOVER appear next to line 4d of Form 1040?