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Get your taxes done using TurboTax
Since your Form 1099-R has a code G it won't be taxable, as it is properly coded as a direct rollover.
You properly have added it as you said, to your Retirement and Savings Section.
To Preview your Form 1040 before filing you can:
- Sign in to your TurboTax account
- Open or continue your return
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
- With the Tax Tools menu open, you can then:
- Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
- View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
Click here for where to enter your Form 1099-R.
It sounds like you've got this! Please feel free to contact us in TurboTax Community if you have additional questions.
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‎February 21, 2023
7:10 PM