Retirement tax questions

A 1099-R, code G  means that that money was rolled over to another qualified plan. 

You can check this on your tax return:

1. On the menu bar on the left that shows.
2. Select Tax Tools
3. On the drop-down select Tools
4. On the popup menu
5. Select View Tax Summary
6. On the left sidebar
7. Select Preview my 1040.
8. Schedules 1,2&3 are included if you scroll down past your 1040.
9. To return to the entry screens press Back on the sidebar.

Some key numbers on your 1040 tax return are:

Line 4a - IRA distribution

Line 4b - Taxable amount