- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Forms 1099-R are issued by the financial institution that makes the distribution, not the financial institution that receives the rollover.
The code-G Form 1099-R is required to be entered into TurboTax. Because the rollover went to a Roth IRA, the code-G Form 1099-R should have amounts in boxes 2a and 5 that total to the amount shown in box 1, otherwise the form is reporting a direct rollover to a traditional IRA.
‎February 19, 2025
2:27 PM