You might not receive a Form 1099-R for a trustee-to trustee transfer of IRA funds. If this was your case, then there is nothing to report on your tax return.
You would receive a 1099-R for a rollover if you were moving funds from one type of retirement plan to another or if you made an indirect transfer (took a distribution then deposited funds within 60 days into an IRA).
If you had a rollover, enter the 1099-R form exactly as it is reported in TurboTax. The box 7 codes determine its tax treatment. A rollover transfer should be listed as a Rollover on your tax return on lines 16 a and b. To enter in TurboTax:
- In your open return, select My Account
- Topic Search
- Type '1099-r' in the box, then select GO
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