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Retirement tax questions
Yes, you'll enter the 1099-R exactly as it appears on the form. There will be a distribution code "G" in Box 7 that indicates the distribution is a non-taxable rollover.
To enter the 1099-R, open the return and type "1099-r" into the search box then click on the "Jump to" link that appears in the search results. Then follow the program prompts to complete your entry.
‎June 6, 2019
1:37 AM