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posted Jun 4, 2019 8:11:11 PM

Why does my rolled-over 401 traditional distribution add to my income if I rolled it over to a traditional IRA? Did I do something wrong when reporting the 1099-R?

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1 Replies
Level 15
Jun 4, 2019 8:11:13 PM

The TT Income Summary only lists the gross (not taxable) amount, and is just FYI.

After you enter the 1099-R, there is a question that asks if you did a rollover.