Solved: My1099r is missing a code for a direct rollover in box 7 is that something i can change myself?
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pops567896
New Member

My1099r is missing a code for a direct rollover in box 7 is that something i can change myself?

 
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Accepted Solutions
HelenC1
Intuit Alumni

My1099r is missing a code for a direct rollover in box 7 is that something i can change myself?

No, you cannot change the 1099-R form. Enter it exactly as it was reported. TurboTax will allow you to make any adjustments after you enter the 1099-R form.

  1. Log on to TurboTax.
  2. Click on the Take me to my return button.
  3. On the left navigation bar, click on Federal.
  4. Click on the Wages & Income tab.
  5. Edit/Add the 1099-R.
  6. Continue with the onscreen interview until you get to the What Did You Do With The Money From This Payer?screen,
  7. click on the appropriate response.
  8. If you select I rolled over all of this money to another IRA...., that will make your IRA NOT TAXABLE.

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1 Reply
HelenC1
Intuit Alumni

My1099r is missing a code for a direct rollover in box 7 is that something i can change myself?

No, you cannot change the 1099-R form. Enter it exactly as it was reported. TurboTax will allow you to make any adjustments after you enter the 1099-R form.

  1. Log on to TurboTax.
  2. Click on the Take me to my return button.
  3. On the left navigation bar, click on Federal.
  4. Click on the Wages & Income tab.
  5. Edit/Add the 1099-R.
  6. Continue with the onscreen interview until you get to the What Did You Do With The Money From This Payer?screen,
  7. click on the appropriate response.
  8. If you select I rolled over all of this money to another IRA...., that will make your IRA NOT TAXABLE.

Related information:

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

View solution in original post

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