The "taxable amount undetermined" box is checked. I tentatively entered in box 2a the amount in box 1 less the rollover. The rollover was timely.
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Please follow the instructions below to enter the 1099-R and the partly rollover:
Please be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 4b (taxable amount), only the amount that was not rolled over will show here.
Please follow the instructions below to enter the 1099-R and the partly rollover:
Please be aware that the whole distribution will show as income in TurboTax on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 4b (taxable amount), only the amount that was not rolled over will show here.
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