When you have Code G, TurboTax essentially assumes it's a rollover to a Traditional account unless you tell it otherwise. To get the correct "nontaxable" result, follow these exact steps:
- Enter the 1099-R: Ensure Box 1 has your total. Box 2a is $0, and Box 7 is G.
- The "Roth 401(k)" Question: It will ask, "Did you move this money from a 401(k) to a Roth 401(k)?" * Answer NO.
- The "Roth IRA" Question: It will then ask, "Was this money rolled over to a Roth IRA?"Answer NO.
After you answer NO to both Roth questions, the interview will end and return you to the income list. This is expected. Here’s why. By saying NO to both questions, you’re letting TurboTax know this was a direct rollover (Code G) and not a Roth conversion. That means it’s a nontaxable rollover to a traditional account, like your 403(b).
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