Try these steps to see if this will correct the issue. Enter the 1099-R exactly as it appears: Ensure Box 7 has your code (likely G for a direct rollover or 7 for a normal distribution) and that the IRA/SEP/SIMPLE box is checked. When TurboTax asks, "Tell us if you moved the money through a rollover or conversion," select the option: "I rolled over some or all of it to an IRA or other retirement account. The very next screen often asks, "Did you roll over all of this to a Roth IRA?" * Select NO. If it then asks if you moved it to a Traditional IRA, select YES.Let us know if this works.

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zangray

Level 1

Question

1099-R marked as a traditional not Roth box between 7 & 8 but will not allow me to select later that this was a direct rollover from traditional to traditional?

Forum|Forum|4 months ago
January 23, 2026
2 replies
3 views

No text available

TurboTax Online

DaveF1006

Level 15

Try these steps to see if this will correct the issue.

Enter the 1099-R exactly as it appears: Ensure Box 7 has your code (likely G for a direct rollover or 7 for a normal distribution) and that the IRA/SEP/SIMPLE box is checked.
When TurboTax asks, "Tell us if you moved the money through a rollover or conversion," select the option: "I rolled over some or all of it to an IRA or other retirement account.
The very next screen often asks, "Did you roll over all of this to a Roth IRA?" * Select NO.
If it then asks if you moved it to a Traditional IRA, select YES.

Let us know if this works.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

dmertz

Level 15

What is the code in box 7?

If you are subject to RMDs, and you've indicated that the entire distribution is RMD, TurboTax will not offer the rollover questions because RMDs are not eligible for rollover.