Retirement tax questions

Code G – Direct rollover of a distribution to a qualified plan.

This is how to post a 1099-R

1. Click "Wages & Income" on the top
2. Scroll down to  "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
3. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
4. Click "I'll Type it Myself"
5. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
6. Click "Continue"
7. From here TurboTax will walk you through entering your Form 1099-R

You did not roll it over into a ROTH IRA.

 Once you complete the first one you can Add Another 1099-R 

The code(s) in Box 7 of your 1099-R helps identify the type of distribution you received. We use these codes and your answers to some interview questions to determine if your distribution is taxable or subject to an early withdrawal penalty.

This will result in zero taxable income.

To check your 1940:

1. On the menu bar on the left that shows.
   1. My Info
   2. Federal
   3. State
   4. Review
   5. File
2. Select Tax Tools
3. On the drop-down select Tools
4. On the popup menu
5. Select View Tax Summary
6. On the left sidebar

Select Preview my 1040  See line 12b