Retirement tax questions

Congratulations - you nailed the problem.   My handling of the RMD was the culprit and I was beginning to suspect that.   My distribution easily exceeded the RMD, so was I not filling in the blanks where it asks what amount of each distribution was used toward RMD.   Without filling that out, the system assumes all of it was RMD and does not even present the screen which asks about rollovers.