SamS1
Expert Alumni

Retirement tax questions

You need to report in the IRA, 401K,Pension Income section of TurboTax under Income & Expenses.  Box 7 of your 1099R should have a code G to indicate a rollover.   If you rolled the entire balance, none will be taxable to you.  After you have logged in and are in your return in TurboTax Online:

  • Go to Search at the top of the screen.
  • Enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"