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Get your taxes done using TurboTax
What is the code in box 7 on your 1099-R? What is showing on line 5b?
The amount on 5a should be the amount that was rolled over. The amount on line 5b is what is included in your taxable income. So if line 5b is $0, and the entire amount was rolled over, then this is correct. Whatever is on line 5a, is NOT included in your taxable income. It is just being reported to the IRS as a non taxable amount.
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‎February 19, 2026
6:55 AM