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Retirement tax questions
The code in box 7 can't be 0, 0 is not a code. It's probably code 4.
When entering a code-4 Form 1099-R you must indicate that you are the surviving spouse of the decedent. TurboTax will then allow you to indicate that you rolled the money over to an IRA.
Note that this rollover represents nontaxable income. TurboTax's summary page shows both taxable and nontaxable income, so you must look at Form 1040 line 5b to see the taxable amount of this rollover.
‎February 6, 2023
5:05 AM