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Retirement tax questions
Yes, you should include the Form 1099-R on your tax return as this same information is reported to the IRS. Enter the information into TurboTax exactly as it appears on the form. The distribution code G indicates a Direct Rollover. Although the rollover is not taxable, it is reportable on your tax return (see IRS Tax Topic 413 - Rollovers from Retirement Plans.)
‎June 5, 2019
11:19 AM