Enter it exactly as it appears. If there is a code G, that will tell the program it is not taxable. If you rolled it over, you will need to indicate that you did so.
- Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
- Answer Yes on the Did you get a 1099-R? screen.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
- Select which option matches your form and Continue.
- You can import your form directly from your financial institution by searching or selecting yours from one of the options on the screen. You'll be prompted to enter your financial institution account information, and TurboTax will directly import your forms.
- If you prefer to type it in yourself, select Change how I enter my form and continue through.