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I have a couple of 1099-R Forms that were a rollover and I am not sure where to put them in at?

 
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MinhT
Expert Alumni

I have a couple of 1099-R Forms that were a rollover and I am not sure where to put them in at?

Rollovers are not taxable, but you will receive forms 1099-R with the appropriate codes in Box 7.

You'll need to enter your forms 1099-R making sure to enter box 7 just as it is coded on your forms and TurboTax will exclude them from taxation.

In TurboTax, open your return and follow these steps:

  • Click on Federal Taxes, then on Wages and Income
  • Under All Income, locate the Retirement Plans and Social Security section
  • Click Show more and click Start next to IRA, 401(k), Pension plan withdrawals (1099-R) - see attached screenshot.

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