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Level 1
March 10, 2026
Question

1099-R

  • March 10, 2026
  • 1 reply
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can turbo tax handle 1099-R with dollar amounts in box 1, box 2a, box 5 and code G in box 7?

    1 reply

    SharonD007
    SharonD007
    Level 14
    March 10, 2026

    Yes, TurboTax can handle Form 1099-R as you described above. Code G in Box 7 of Form 1099-R indicates a direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.

     

    Refer to TurboTax Help article What do all the codes in Box 7 of the 1099-R mean?

     

    Follow the steps below to enter your Form 1099-R:

     

    1. Select Federal
    2. Select Wages & Income
    3. Scroll down to Retirement Plans and Social Security
    4. Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R)
    5. Add your 1099-R.

    Refer to the TurboTax Help article  Where do I enter my 1099-R? for more details.

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