dmertz
Level 15

Retirement tax questions

With code G, the check would have been made out to the receiving IRA (or at least the IRA custodian) for your benefit.  Simply enter the Form 1099-R as received and answer No to the questions asking if it was rolled over to a Roth IRA.  As VolvoGirl said, TurboTax will automatically include the gross amount on Form 1040 line 5a and exclude the amount from line 5b with the ROLLOVER notation.