ColeenD3
Expert Alumni

Retirement tax questions

Look at your 1040 to be sure it is actually included in income. It would appear on Line 4d. If it is, look at your 1099-R. Is there a code "G" for rollover? If not, did you withdraw the money and roll it over yourself or did the administrator neglect to include the proper code.

 

There is an area in the program that you can indicate that you rolled it over within the 60 days. This would remove it from being taxable. If you still have trouble, delete the 1099-R and re-enter it.