Vanessa A
Expert Alumni

Retirement tax questions

If you received a 1099-R, you will simply enter the 1099-R and then continue through the steps.  You should have code G in box 7 which will tell TurboTax that it was a direct rollover.  After you enter your form you will be asked additional questions to verify that it was rolled over.  This will keep the rollover from being taxed. 

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