KatrinaB48
Expert Alumni

Deductions & credits

It sounds as if the rollover was reported properly on Form 1099-R. Were you prompted to answer questions about your direct rollover? You should have been prompted to answer questions related to your rollover. Although code g was reported in box 7 of Form 1099-R you must continue through the program and answer the related questions.

You can view your form 1040 by following the directions below in TurboTax Online:

View only your 1040 form by selecting Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.

If you are using TurboTax for Windows then follow the directions in this TurboTax FAQ instead.

If you do not see the $37,724.84 listed on line 4b of Form 1040 then you may have not made it to the qualifying questions. 

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