☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Mar 30, 2025 7:33:18 PM

1099R N0 2a Taxable amount

I received a nontaxable transfer for TSP money from my ex-husband. I received a 1099R for the amount, with an amount in box 1 and amounts in any other boxes, specifically 2a and 4. This was recognized as a roll into my TSP account. Do I need to add this on my tax form? If so, where? I have completed all else, and now I can't find it. I was told I don't need to enter it, but I want to ensure this is correct. Thanks.

0 2 782
2 Replies
Expert Alumni
Apr 3, 2025 9:50:49 AM

Are you saying "no amount in any other boxes"? 

 

What is the distribution code in box 7?

Level 3
Apr 3, 2025 12:28:38 PM

Thank you for your response.  I found the entry point.  They were all direct rollovers. there were 3 separate 1099Rs, and each was a direct rollover. However, part of the money (one of the 1099's) was nontaxable so they refunded it to me since it could not be added to my traditional IRA.  I was able to walk it through the turbo tax system and account for it.