Received a 1099R from distributer, not from the receiver. funds went from pension plan to new employer plan. what do I do?

[DanaB]

If the code in box 7 doesn't already indicate that it was a direct rollover then you can enter it in TurboTax that it was a rollover. Please see the instructions below on how to enter the 1099-R.

If you use TurboTax Online:

1. Login to your TurboTax Account 
2. Click "Take Me To My Return"
3. Click "Federal" from the left side of your screen
4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
5. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
6. Click "I'll Type it Myself"
7. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
8. Click "Continue" and enter the information from your 1099-R
9. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account (or returned it into the same account)”
10. Then choose "I rolled over all of this money"

If you use TurboTax Download/CD:

1. Click the "Federal Taxes" tab on the top
2. Click "Wages & Income" on the top
3. Click "I'll choose what to work on"
4. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
5. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
6. Click "I'll Type it Myself"
7. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
8. Click "Continue" and enter the information from your 1099-R
9. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account”
10. Then choose “I rolled over all of this money.”

Please be aware that the whole distribution will show as income on the summary screen which shows gross income, not taxable income. To verify that the entry is correct please look at form 1040 line 4b (taxable amount), it will show 0 with the word rollover next to it.