- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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)
May 31, 2019
11:18 PM