DawnC
Expert Alumni

Retirement tax questions

It does get entered under Retirement Income.  Where do I enter a 1099-R?    However, if it was a direct rollover (code G in Box 7), it will not show up as taxable on your actual tax return.   There are follow up questions you have to answer after you enter the form, but rest assured, TurboTax can handle reporting your rollover correctly.    Check your Form 1040 once you are ready to file and verify it is on Line 5a and not 5b.  

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