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Rollovers are indicated with a code G if it is custodian to custodian transfer and there should be a zero in Box 2a of your 1099-R. This will make it nontaxable.
If you physically rolled over the distribution, it must have been done within 60 days. You would then have to indicate in the interview section for the form that you rolled it over.
To be sure, look at your actual 1040, not any summation on a TurboTax page. Line 4a will have the enitre amount and 4b, the taxable portion.
To view your 1040 form, follow these steps:
To view all forms, schedules, and worksheets in your return:
1. From the My Account drop-down at the top, select Print Center.
2. In the pop-up, click the first option (Print, save, or preview this year's return). If you haven't paid or registered yet, you'll be prompted to do so before you can view your full return.
Rollovers are indicated with a code G if it is custodian to custodian transfer and there should be a zero in Box 2a of your 1099-R. This will make it nontaxable.
If you physically rolled over the distribution, it must have been done within 60 days. You would then have to indicate in the interview section for the form that you rolled it over.
To be sure, look at your actual 1040, not any summation on a TurboTax page. Line 4a will have the enitre amount and 4b, the taxable portion.
To view your 1040 form, follow these steps:
To view all forms, schedules, and worksheets in your return:
1. From the My Account drop-down at the top, select Print Center.
2. In the pop-up, click the first option (Print, save, or preview this year's return). If you haven't paid or registered yet, you'll be prompted to do so before you can view your full return.
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