If you made a trustee to trustee rollover, you will still get a 1099R. If the Box 7 code of the 1099R signifies it is a rollover, then there is no need for you to designate it as one.
You should check and see if the amount on the 1099R is coming through as taxable. You can check the Form 1040 to see.
To pull up a copy of your 2019 Form 1040 and Schedules 1 to 3, follow these directions:
- You should be signed in and working in TurboTax
- Click on Federal in the main left-hand side menu
- Click Tax Tools, then Tools in the main left-hand side menu
- In the pop-up window, click on View Tax Summary
- The left-hand menu has now changed, click on View My 1040
You are looking for Box 4, b, c, and d of the Form 1040. If the 1099R was a rollover, the amount in Box 1 of the 1099R should not be transferred to the far-right column and it should say Rollover in the boxes to the left.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
