AmyC
Expert Alumni

Retirement tax questions

Let's go back to the federal 1099-R and check answers. The code G should handle it so there is a question not answered correctly somewhere in the federal.

  1. Please open your return
  2. Return to Federal Income
  3. Edit the 1099-R causing issues
  4. Continue through entry screens, taxable amount should be zero or blank
  5. IRA box - blank, continue
  6. Rollover to Roth 403b - No, continue
  7. Roth, No, continue
  8. Public safety officer, No, continue
  9. Distribution from NY state and city, continue
  10. Disaster? No, continue
  11. Prior year, no, continue

 

Go to forms and it shows the amount in 5a and says rollover underneath. I inputted $15 and went through typing it in to verify the correct rollover at the end.  Line 5b should only show taxable income.

 

 

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