1099-R form (box 1 is $5xxx.00, box 2b is $0.00, total distribution checked, box 7 is G). Turbotax show $5,xxx is my income although ox 2b is $0.00. Is $5,xxx taxable?

[Carl]

Depends on what screen you're on. Most likely, you're on a summary screen. Summaries show totals, not taxable amounts. So your "total" retirement income (if that's what this is) is $5K. Doesn't mean it's taxable.

[dmertz · Accepted solution]

The Form 1099-R is reporting a distribution from you retirement plan and all such distributions are income under the tax code.  TurboTax's summary shows both taxable and nontaxable income.

I assume that the IRA/SEP/SIMPLE box on this Form 1099-R is not marked.  You can verify that this income is being reported as nontaxable by seeing that the $5,xxx is included on Form 1040 line 16a or Form 1040A line 12a, excluded from line 16b or 12b, and the word ROLLOVER is next to this line.