Incorrect Rollover Calculation?

[dmertz]

The only reason that $30,000 is in box 2a is because the payer is reporting that $30,000 as having gone into the Roth IRA along with the $36,000.  The remainder they are treating as having gone to the traditional IRA as a nontaxable rollover of pre-tax money.

[Bill_G]

I understand your response to this question, but have a related issue. I did several direct rollovers to consolidate IRA accounts. They were total distributions (distribution code G) and the program handled them correctly as non taxable. What it did incorrectly, is counted them in my total income for the year. Since they were total distributions direct rollovers, the money is only transferred between accounts and should not be included as income.

[VolvoGirl]

If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form boxes 4b or 5b and make sure it's right.