if I received my 1099R for a 401 withdrawal that was rolled over to a fixed annuity account where to I indicate this on this software?

Forum|Forum|3 months ago
April 11, 2026
1 reply
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I rolled over 40,066.73 to my fix annuity account, where do I indicate that this was not income but a rollover

TurboTax Online

AnnetteB6

Level 15

After the Form 1099-R is entered into your return, there will be a series of follow-up questions that will need to be answered. One of those is about what you did with the money where you can indicate that it was rolled over.

If you do not see that question come up, the distribution code on the Form 1099-R may indicate a direct rollover so that the amount is not included on your return as income.

See the following TurboTax help article to learn what the box 7 distribution codes mean:

What do all the codes in Box 7 of the 1099-R mean?

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