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TurboTax didn't ask if the distribution was rolled over into another retirement account, like your 401(k). Where can I check or enter manually?

 
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2 Replies

TurboTax didn't ask if the distribution was rolled over into another retirement account, like your 401(k). Where can I check or enter manually?

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.

dmertz
Level 15

TurboTax didn't ask if the distribution was rolled over into another retirement account, like your 401(k). Where can I check or enter manually?

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.

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