Tax Year Prior to 2020: I have a 1099 R it was a rollover to another IRA but Turbo tax keeps inclueding it as taxable income

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Tax Year Prior to 2020: I have a 1099 R it was a rollover to another IRA but Turbo tax keeps inclueding it as taxable income

I am having the same issue. Can't get Turbotax people to respond.

Tax Year Prior to 2020: I have a 1099 R it was a rollover to another IRA but Turbo tax keeps inclueding it as taxable income

Ensure, you enter the 1099-R properly and completely. Make sure you enter the code in box 7 correctly. This is what tells TurboTax that the rollover is tax exempt.

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Tax Year Prior to 2020: I have a 1099 R it was a rollover to another IRA but Turbo tax keeps inclueding it as taxable income

Was it rolled to a Traditional IRA, or to a Roth IRA?

Tax Year Prior to 2020: I have a 1099 R it was a rollover to another IRA but Turbo tax keeps inclueding it as taxable income

I am entering everything into Turbotax as it appears on the 1099-RBox 7 (Distribution Code) = G (Direct rollover and rollover contribution).

Where is the "Jump to" link?

I'm seeing a number of people on the blog with the same issue.

Tax Year Prior to 2020: I have a 1099 R it was a rollover to another IRA but Turbo tax keeps inclueding it as taxable income

it was rolled to a traditional IRA.

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