If your 1099-R doesn’t have a code "G", you will still be able to report your rollover in TurboTax since you rolled it over within 60 days.
Follow the steps below:
- Open TurboTax
- Go to Wages & Income
- Select the down arrow by Retirement Plans and Social Security
- Select Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Continue through the screens to enter your 1099-R form
- When you get to the screen Tell us if you moved the money through a rollover or conversion, select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) and select Continue
- On the next screen, Did you roll over all of this (Box 1) to another retirement account? select Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue.
Refer to the TurboTax Help articles Where do I enter an IRA rollover?
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