You'll need to sign in or create an account to connect with an expert.
Have you entered the Form 1099-R? If so, after entering the 1099-R there will be a series of screens asking questions. One of the screens will ask if you rolled over the distribution to another tax deferred account.
If the Form 1099-R has code G in box 7 and you indicate in the questions that follow that it was not rolled over to any type of Roth account, TurboTax automatically treats it as a nontaxable rollover to another traditional retirement account.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
randy5419
Level 3
PT768
Returning Member
paulaw316
New Member
dandekoning
New Member
LEGRAY
New Member