DawnC
Expert Alumni

Retirement tax questions

Just enter it exactly like you see it.   The code G in Box 7 tells TurboTax that is was a Direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.   Box 2a should be empty in the case of a direct rollover.  

 

To enter your 1099-R, click this link and  follow the instructions.   

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