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Retirement tax questions
Forms 1099-R reporting distributions from IRAs are reflected on lines 4a/4b. All other Forms 1099-R are required to be reflected on lines 5a/5b. Your 401(k) and 403(b) are not IRAs. The Forms 1099-R with code G in box 7 are from the 401(k) and 403(b), not from an IRA. Your description of where the amounts are appearing seems to indicate that TurboTax is behaving properly.
March 13, 2025
8:39 PM
1,755 Views