If you made a trustee to trustee transfer, you should have a Code G on your 1099-R. Just enter the form exactly as it appears. Here's how to enter your 1099-R: Open (continue) your return if you don't already have it open Search for 1099-R and select the Jump to link in the search results Answer Yes on the Did you get a 1099-R? screen If you land on the Review your 1099-R info screen instead, select Add Another 1099-R Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms If you prefer to type it in yourself, select Change how I enter my form and continue through

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maggie-2014

Level 1

Question

I have a Contributory IRA that matured. I had the bank to a direct transfer..with in same year..do I show this on my return and if I do where…ty

Forum|Forum|4 years ago
February 13, 2022
2 replies
0 views

It was also an IRA

TurboTax Free Edition Online

ColeenD3

Level 15

If you made a trustee to trustee transfer, you should have a Code G on your 1099-R. Just enter the form exactly as it appears.

Here's how to enter your 1099-R:

Open (continue) your return if you don't already have it open
Search for 1099-R and select the Jump to link in the search results
Answer Yes on the Did you get a 1099-R? screen
- If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms
- If you prefer to type it in yourself, select Change how I enter my form and continue through

dmertz

Level 15

A properly performed trustee-to-trustee transfer of one IRA to another is not reportable and you should not receive any Form 1099-R for this transaction.

Code G on a Form 1099-R is never to be used to report movement of one IRA to another IRA.