dmertz
Level 15

Retirement tax questions

Each Form 1099-R must be entered separately and the questions answered with respect to the particular form being entered.  The code 7 Form 1099-R was RMD and not rolled over, so answer the RMD questions accordingly.  The code G Form 1099-R will be treated as a rollover to a traditional IRA when you indicate that it was not rolled over to a Roth account.