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

[HelenC1 · Accepted solution]

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:

• What are Traditional IRA to Roth IRA conversions?
• What's the difference between a Traditional IRA and a Roth?