1099-R rollover box is not checked

Forum|Forum|2 months ago
April 8, 2026
1 reply
0 views

Hi,

I converted a distribution from the annuity into Roth IRA last year. The 1099R shows the full amount of distribution taxable and code G in box 7. I imported the 1099R from the financial institution online into TurboTax. How do I answer the interview questions in TurboTax so that the distribution is taxable income and the rollover box in 5C is checked?

MaryK4

Level 15

Follow these steps:

Enter the 1099-R with Box 7 as "G". The box not being checked is common with automated imports.
After entering the form, click Continue.
On the "What Did You Do With The Money?" Screen, select the option that says "I converted this to a Roth IRA" or "I moved the money to a Roth IRA".

TurboTax should calculate the taxable amount. If the 1099-R says the full amount is taxable, ensure the summary shows this amount as a taxable conversion to a Roth. Verify that the amount appears on Form 8606, which handles Roth conversions.

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