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

chelleleigh2003 · ‎June 3, 2019

MinhT · ‎June 3, 2019

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.