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Get your taxes done using TurboTax
Does this Form 1099-R have code D in box 7 in addition to the code 4? It should. If code D is not included in box 7, TurboTax might be inferring that the distribution is from a qualified plan.
Regardless, TurboTax is only asking these questions to determine how much is ineligible for rollover. Since such a distribution is entirely ineligible for rollover, just indicate that the entire amount is RMD (meaning ineligible for rollover).
‎February 6, 2024
9:12 PM