LindaS5247
Expert Alumni

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:

 

  1. Sign in to your TurboTax account
  2. Open or continue your return
  3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
  4. 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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