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1099-R form that I rolled over directly - Did not get any cash and mailed directly to another institution. However, it is showing up as income. How do I fix this?

Traditional IRA to traditional IRA, not Roth
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1099-R form that I rolled over directly - Did not get any cash and mailed directly to another institution. However, it is showing up as income. How do I fix this?

Was there a code of G in box 7 of the 1099-R?  Did you also indicate in the follow-up screens that you rolled over this distribution to another tax deferred account?

 

Look at your Form 1040 Line 4b.  Is there a 0 on Line 4b and the word ROLLOVER printed on the Line?

 

Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

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