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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.
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March 2, 2025
1:42 PM