AnnetteB6
Employee Tax Expert

Retirement tax questions

The questions may not come up if your Form 1099-R box 7 code shows that it was a direct rollover to another account.  If the code in box 7 shows that you received a distribution from a retirement account, then the rollover or conversion question will be part of your follow-up questions.

 

To learn more about the box 7 codes and their meaning, take a look at the following TurboTax help article:

 

What do all the codes in Box 7 of the 1099-R mean?
 

@user17710989220 

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