KenH1
New Member

Retirement tax questions

Correct, code G is for non-taxable direct rollovers.

You should still enter the 1099-R into TurboTax here:

Click Federal Taxes (top menu)

Click Wages & Income (or Income & Expenses in some versions) 

Scroll down to Retirement Plans and Social Security and click Show More (if necessary)

Click Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

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