MinhT1
Expert Alumni

Retirement tax questions

If the amounts reported on the forms 1099-R coded 7 in box 7 were rolled over to the Traditional IRA, you should continue with the TurboTax interview which follows the entry of the 1099-R. At the page titled What did you do with the money? Check that you moved it to another retirement account and that you rolled it over to a Traditional IRA (see screenshot).

 

The amounts rolled over will be excluded from taxation.

 

 

 

 

 

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