dmertz
Level 15

Retirement tax questions

I would expect this Form 1099-R to have code J, T or Q and no other codes.  After you enter the details of the Form 1099-R, TurboTax will ask what you did with the money.  Answer that you moved the money to another retirement account (or back to the same account), then indicate that you rolled over the entire amount.  TurboTax will include the entire amount on Form 1040 line 4a, will exclude it from the amount on line 4b and will include the word ROLLOVER next to the line.