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Received 1099-R for pension rollover from former employer. Do not see where software asks if rollover so it is skeptical 0 is taxable; did I miss something

 
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Patrice
New Member

Received 1099-R for pension rollover from former employer. Do not see where software asks if rollover so it is skeptical 0 is taxable; did I miss something

If your 1099-R has code G in Box 7 then the income will be recognized as a rollover.  In the follow-up questions, indicate that you moved the money to another retirement plan and the amount that you rolled over.  TurboTax will include the entire distribution on Form 1040 line 16a or Form 1040A line 12a but exclude the amount rolled over from the amount shown on line 16b or 12b.  The word ROLLOVER will appear next to this line.

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Patrice
New Member

Received 1099-R for pension rollover from former employer. Do not see where software asks if rollover so it is skeptical 0 is taxable; did I miss something

If your 1099-R has code G in Box 7 then the income will be recognized as a rollover.  In the follow-up questions, indicate that you moved the money to another retirement plan and the amount that you rolled over.  TurboTax will include the entire distribution on Form 1040 line 16a or Form 1040A line 12a but exclude the amount rolled over from the amount shown on line 16b or 12b.  The word ROLLOVER will appear next to this line.

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