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New Member
posted Jun 6, 2019 1:30:02 PM

Hi I have a 1099R from State Street Retiree Services and the options to enter the code do not offer the G code in turbo tax, which code should I use? This is a rollover!

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New Member
Jun 6, 2019 1:30:03 PM

To add Form 1099R (retirement - rollover, box 7, code G):

1. Sign In to TurboTax Online.

2. Select "Take me to my return"

3. Select the "Search" or "Help" icon.

4. Type "1099-R" and select "Jump to 1099-R" 

5. Select "Add a 1099-R" and continue through the interview questions.

** Make sure you select the blue pull down menu for line 7 and scroll down then click code "G" to record your direct rollover of Form 1099-R (see picture below).