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dsnow10
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I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

Bad advice from Edward Jones Rep had the bank make the check out to the individual instead of EJ.  Bank coded it as Withdrawal instead of rollover.
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I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

After you enter the 1099R it will ask you what you did with it.  You pick you moved or rolled part or all of it to a new account.  Then it will expand and ask you how much.  

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I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

After you enter the 1099R it will ask you what you did with it.  You pick you moved or rolled part or all of it to a new account.  Then it will expand and ask you how much.  

dsnow10
New Member

I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

I have TurboTax Deluxe and it does not expand and ask how much.

I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

See the 2 screen shots I just posted on this one.  There are a couple other choices you have to make for the screens to expand

https://ttlc.intuit.com/community/retirement/discussion/1099-r-distribution-with-indirect-rollover/0... 

dsnow10
New Member

I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

What Version of TurboTax?  Deluxe and Premere does not expand.  Could Coder 7 - Normal Distribution cause this?  I show I put in in and IRA account in 2023 and it does not give me any other options.

I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

All versions have it.  Delete the 1099R and try entering it again.

dsnow10
New Member

I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

VolvoGirl,

 

I want to thank you for your help.  Upgrade to Premium version and restarted Turbotax, deleted the 1099R that was giving me trouble and re-entered it.  The screen expands as you described.  You are awesome.

 

Thanks, 

Darrell

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