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posted Mar 19, 2020 3:35:43 PM

1099-R listed rollover as distribution. Checked box that it was a rollover, wrote explanation. Try to e-file. It says 'fix this discrepancy'. How to proceed to efile?

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Expert Alumni
Mar 20, 2020 1:09:36 PM

If this was not a direct rollover, and you withdraw the funds and performed the rollover yourself, then you must be sure to follow the following guidance:

 

After you enter your 1099-R, when asked What did you do with the money from (bank)? select I moved the money to another retirement account (or returned it to the same retirement account) and I rolled over all of this money.