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Retirement tax questions
Did you try to go to the 1099-R section to import? Here are the steps:
In TurboTax online,
- Sign into your account, select Pick up where you left off
- At the right upper corner, in the search box, type in 1099r and Enter
- Select Jump to 1099r
- Follow prompts
- On-screen, "Let's import your tax info, select your company
- Follow prompts to continue
If import does not go smooth, I will suggest to manually enter info. Follow the above steps then :
- On-screen, "Let's import your tax info, select I'll type it myself
- Follow prompts to continue to enter info
Is your 1099-R showing a code G in box 7 as a direct rollover? Based on your information, your transaction should be nontaxable. The amount will still show on line 4a on Form 1040 as a reportable event but not taxable.
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March 26, 2021
4:59 PM