Retirement tax questions

Yes G means direct rollover and not taxable.  If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right.

For 1099R check 1040 line 15b or 16b for any taxable amount.  If it was a rollover it should say ROLLOVER by the "b" line.
(1040A lines 11b & 12b)

To preview your Online return, go to My Account at the top.  Then Tools, then View Tax summary.  Then you can click on Preview My 1040 at the top.  AGI is on line 37 at bottom of first page.

OR click Review near the top of your screen, and then click Summary right below it.
Then Near the bottom of the We Guarantee Your Maximum Refund screen, click the Preview Return link.

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