dmertz
Level 15

Retirement tax questions

OK, this was a distribution of employer stock that included Net Unrealized Appreciation.  Given the amount of NUA, it seems that you would not have rolled over this distribution, yet that's apparently what you told 2017 TurboTax that you did.  If you did not roll any of this distribution over you would need to amend your 2017 tax return to correct the reporting and pay the additional tax due.