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Get your taxes done using TurboTax
Your form 1099-R is correctly coded. Code H in box 7 means Direct rollover of a designated Roth account distribution to a Roth IRA.
When entering your 1099-R, in the interview, you will indicate that this is a rollover.
Enter your form 1099-R by following these steps:
- In TurboTax, open your tax return
- Click on Federal in the left-hand column, then on Wages & Income on top of the screen
- Scroll down and locate the section Retirement Plans and Social Security and click on Show more
- Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
- Enter your form 1099-R and follow the interview
- When you arrive to the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
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March 22, 2022
4:58 AM