dmertz
Level 15

Retirement tax questions

When the Form 1099-R has code G, TurboTax does not present the question mentioned by JohnB5677.  In the absence of indicating that the rollover was to some kind of Roth account, TurboTax automatically treats it as a nontaxable rollover.

 

With this being a nontaxable rollover ($0 in box 2a), there is no point to amending your tax return since the tax liability does not change.  Just be sure to retain records of this rollover that you can provide to the IRS if they ever question the rollover.

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