MarilynG1
Expert Alumni

Retirement tax questions

All 1099-R's are reported in the same section.  A Code G in Box 7 indicates a non-taxable rollover, so pay close attention to any follow-up questions after entering a 1099-R.

 

The distribution amounts shows on Form 1040, Line 5a, and any taxable portion shows on Line 5b.

 

Here's more detailed info on Form 1099-R.

 

@newt45 

 

 

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