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Level 1

Solved

Where do I enter 403(b) rollover to traditional IRA; options in "1099-R Entries" are to Roth 401k, 403b, IRA only, not Traditional IRA

Forum|Forum|7 years ago
June 6, 2019
1 reply
15 views

details were provided above, TurboTax does not seem to allow entries regarding rollover from 403b to "Traditional" IRA. Where or how do I do this?

TurboTax Premier Windows

Best answer by dmertz

To report the rollover properly from this code G Form 1099-R, TurboTax only needs to know that the rollover was not to any type of Roth account. There is no need to explicitly indicate that it went to a traditional IRA.

dmertzAnswer

Level 15

To report the rollover properly from this code G Form 1099-R, TurboTax only needs to know that the rollover was not to any type of Roth account. There is no need to explicitly indicate that it went to a traditional IRA.

Level 2

Why does code G distribution on 1099-R from 403b to IRA cause AGI to increase? This increases AGI above deductible limits ($118k) for IRA Contribution for 2016.