Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 3, 2019 1:48:12 PM

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

0 1 269
1 Replies
Expert Alumni
Jun 3, 2019 1:48:14 PM

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.