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fig651963
New Member

I recieved a 1099-R, i rolled it over to a regular IRA not a roth IRA how do i file this roll over

 
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Accepted Solutions
AmyT
New Member

I recieved a 1099-R, i rolled it over to a regular IRA not a roth IRA how do i file this roll over

The 1099-R you received should have a distribution code G in box 7 if it was a direct rollover.

When you input your 1099-R into TurboTax, the distribution code will signal the software to treat it as a non-taxable rollover.

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3 Replies
dmertz
Level 15

I recieved a 1099-R, i rolled it over to a regular IRA not a roth IRA how do i file this roll over

What is the code in box 7 of the Form 1099-R provided by the payer?
Is box 2a zero?
AmyT
New Member

I recieved a 1099-R, i rolled it over to a regular IRA not a roth IRA how do i file this roll over

The 1099-R you received should have a distribution code G in box 7 if it was a direct rollover.

When you input your 1099-R into TurboTax, the distribution code will signal the software to treat it as a non-taxable rollover.

AmyT
New Member

I recieved a 1099-R, i rolled it over to a regular IRA not a roth IRA how do i file this roll over

The 1099-R you received should have a distribution code G in box 7 if it was a direct rollover.

When you input your 1099-R into TurboTax, the distribution code will signal the software to treat it as a non-taxable rollover.

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