DanaB27
Expert Alumni

Retirement tax questions

If your Form 1099-R has code G in box 7 then you will report the rollover to the Traditional IRA with these steps:

 

  1. Click on "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
  5. On the "Did you move the money to a Roth IRA?" screen answer "No"

 

 

If you have any other code in box 7 then follow these steps:

 

  1. Click on "Search" on the top right and type “1099-R” 
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion”, choose “I rolled over some or all of it an IRA or retirement account within the time limits (normally 60 days)”, and click “Continue
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