MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Enter your 1099-R exactly as issued.  The IRS has a copy.

 

The Code G indicates a non-taxable rollover, so that is correct if you converted to an IRA.  In the follow-up questions after you enter your 1099-R, you'll be able to indicate exactly what you did.  If you rolled over pre-tax IRA contributions to a Roth, you will be taxed on that.  Here's more info on How to Enter a Back-Door Roth Conversion and Box 7 Codes on Form 1099-R.

 

In the Pennsylvania interview, you will get a question for excluded retirement income reported from Federal, and you'll be able to exclude it there.

 

Here's more info on form 1099-R.

 

@lcg54 

 

 

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