MarilynG1
Expert Alumni

Retirement tax questions

Did you receive a 1099-R with a Code G in Box 7 indicating the rollover?

 

If not,  enter your 1099-R as issued and pay close attention to the follow-up questions, where you can indicate you rolled over the funds to a Traditional IRA.

 

You're correct, it should not be taxable income in this case.  If you're using TurboTax Online, be sure to clear your Cache and Cookies before stepping through the section again.

 

@dcb415 

 

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