I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

[dsnow10]

Bad advice from Edward Jones Rep had the bank make the check out to the individual instead of EJ.  Bank coded it as Withdrawal instead of rollover.

[VolvoGirl · Accepted solution]

After you enter the 1099R it will ask you what you did with it.  You pick you moved or rolled part or all of it to a new account.  Then it will expand and ask you how much.  

[dsnow10]

I have TurboTax Deluxe and it does not expand and ask how much.

[VolvoGirl]

See the 2 screen shots I just posted on this one.  There are a couple other choices you have to make for the screens to expand

https://ttlc.intuit.com/community/retirement/discussion/1099-r-distribution-with-indirect-rollover/0... 

[dsnow10]

What Version of TurboTax?  Deluxe and Premere does not expand.  Could Coder 7 - Normal Distribution cause this?  I show I put in in and IRA account in 2023 and it does not give me any other options.

[VolvoGirl]

All versions have it.  Delete the 1099R and try entering it again.

[dsnow10]

VolvoGirl,

I want to thank you for your help.  Upgrade to Premium version and restarted Turbotax, deleted the 1099R that was giving me trouble and re-entered it.  The screen expands as you described.  You are awesome.

Thanks, 

Darrell