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Get your taxes done using TurboTax
Entered properly, a Form 1099-R with code G in box 7, the IRA/SEP/SIMPLE bot not marked and the same amount in box 2a as is in box 1 will be included on Form 1040 line 5b with the ROLLOVER notation. Be sure to answered No to the question that asks if you rolled it over to a Roth 401(k) or Roth 403(b), then answer Yes to the question that asks if you rolled it over to a Roth IRA.
March 30, 2024
4:22 AM