Please answer the follow up questions carefully. If you have code G in box 7 please follow these steps:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- "Did you move this money from a 401(k) to a Roth 401(k)?" answer "No" if it was moved into a regular 401 k.
If you have a different code in box 7, there will be follow up questions where you can indicate that this was a rollover:
- Enter your 1099-R
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
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