TomD8
Level 15

Get your taxes done using TurboTax

If the distribution passed through your hands (as opposed to a direct trustee-to-trustee rollover), the 1099-R you receive at year's end would correctly show a Distribution Code of "7" - normal distribution.

 

The Distribution Code for a direct trustee-to-trustee rollover would be "G".

 

When you enter a 1099-R with Distribution Code 7  into TurboTax, one of the follow-up questions will ask what you did with the money.  If you did a 60-day rollover of all or part of the distribution, you'll be able to indicate that to the program, and be taxed (or not taxed) accordingly.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.