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Get your taxes done using TurboTax
With no tax withholding (there can be no tax withholding with code G), the details of how you enter it into TurboTax are not sent to the IRS. The only thing on your tax return that reflects the entries are the amounts on Form 1040 lines 5a and 5b and a ROLLOVER notation.
Everything that you enter for these two 1099-R forms in TurboTax is the same between the two except for the amounts in boxes 1 and 2a.
‎January 25, 2025
7:12 PM