pk
Level 15
Level 15

Retirement tax questions

@fstewa01 , I agree that with a direct roll-over as denoted by code G, there should be no tax consequence.  But exacts facts and circumstances matter.  What did you transfer and how did you do it -- what did you enter to make TurboTax think/assume that this was not a direct roll-over i.e. trustee to trustee?  Please tell more --yes?