I retired October 31st last year. I was asked to move my IRA/401k from the company's financial management service, ADP. I did so by filling out the forms and submitted them to the head of payroll in the HR dept. The money was supposed to be sent to my Charles Schwab account directly, but the check came to me. With guidance from Charles Schwab, I sent the check to them to be deposited in my account.
I use TurboTax. When going through the Wages & Income section I entered the data regarding Form 1099-R. The end result is the money I rolled over to Schwab is coming up as taxable income for 2019!
Wouldn't the money remain non-taxable since it was rolled over to another IRA?
