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Retirement tax questions
Check the Code in Box 7 of the 1099-R from the 'old' provider. If there is a Code G, TurboTax knows it is a non-taxable rollover of the total funds in your account.
If so, this is just reporting, and there is no tax consequence to this entry, if, in the follow-up questions, you indicate that this amount was rolled over to another Retirement Plan (not a Roth). If not, then the amount on this 1099-R is most likely taxable.
You will need to indicate in the follow-up questions after entering the second 1099-R what you did with that distribution. If not rolled over, that amount is taxable also.
Most likely the amounts on both 1099-R's are taxable if no Code G is present. The 'taxable amount not determined' and 'total distribution' check boxes don't matter as much as the Code in Box 7. They are often checked incorrectly, especially if the total amounts of the two added together equal your pension distributions for 2024.
Here's more info on Form 1099-R you may find helpful.
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