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Retirement tax questions
The code G in box 7 means that the distribution is a rollover to a qualified plan, so it shouldn't show as taxable on your return, as mentioned by @dmertz. That may be why you don't see any questions regarding the rollover. You can look on line 4(b) or 5(b) of your Form 1040 to confirm that the distribution is not showing as taxable on your return. It will show in box 4(a) or 5(a), but if it is not taxable it won't show in box 4(b) or 5(b).
To view your form 1040 and schedule 1 to 3:
- Choose Tax Tools from your left menu bar in TurboTax Online
- Choose Tools
- Choose View Tax Summary
- See the Preview my 1040 option in the left menu bar and click on it
- Choose the Back option in the left menu bar when you are done
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‎February 12, 2024
2:39 PM