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I have a 1099-R from a 401k rollover that partially went into a Traditional IRA

Code G is a direct rollover and won't be taxed.

 

If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right.

 

If you rolled it over it should say Rollover to the left of the taxable amount on 4b or 5b.   

 

For Online, You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...

 

dbuck22
New Member

I have a 1099-R from a 401k rollover that partially went into a Traditional IRA

Thank you!!!  Your response was helpful & correct.

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