DMarkM1
Expert Alumni

Retirement tax questions

Any version of TurboTax will handle your 1099R.  As @dmertz explained the amount of the rollover is a distribution from that 401K.  A code "G" in box 7 on your form will indicate the distribution is a rollover.  Box 2a should be blank or zero indicating the distribution was nontaxable (enter a zero if blank).  

 

Enter the form 1099R information in the "Wages and Income" section using the "Retirement Plans and Social Security" dropdown.  There you will find the "Form 1099R" entry topic.

 

@T Batson

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