Question
Having trouble entering my 1099-R and getting it to be reflected as rollover
Hello - I am using Turbo Tax for the first time after years of having a CPA prepare my taxes. I have the 401K After Tax contribution and in plan conversation. My previous returns always show on the 1040 form line 5b with the word ROLLOVER on it, but I can't seem to get the questions answered correctly to reflect that. This is also causing my total income to be higher than expected as it thinks this is a distribution to be taxes when it is not. How do I need to enter this correctly?
