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Retirement tax questions
@dmertz wrote:
I assume that the rollover was completed long ago. I don't see anything to suggest otherwise.
As far as I can tell, TurboTax properly places the word ROLLOVER next to line 4b after entering a Form 1099-R with code G in box 7 and the IRA/SEP/SIMPLE box marked. If you don't see the word ROLLOVER next to line 4b, I suggest deleting and reentering this Form 1099-R. The problem reported on this thread has to do with a rollover from an account like a 401(k), not a rollover from an IRA.
Yes, and it does with the desktop version but is missing in the online version.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎April 19, 2022
9:55 AM