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user41124
New Member

Entering 1099-R for complete Rollover Distribution. Why I did not get the screen asked if you moved the money through a rollover or conversion ?

1099-R rollover all distribution into a IRA account.
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1 Reply
DanaB27
Expert Alumni

Entering 1099-R for complete Rollover Distribution. Why I did not get the screen asked if you moved the money through a rollover or conversion ?

If you have code G in box 7 for the rollover in the traditional IRA then you should see these questions:

 

  1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
  2. On the "Did you move the money to a Roth IRA?" screen answer "No"

TurboTax will know that this was a nontaxable rollover and not a conversion.

 

 

If you do not have code G in box 7 then you should see these questions after entering your Form 1099-R:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and enter your 1099-R
  3. Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"

 

 

 

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