topic Having trouble entering my 1099-R and getting it to be reflected as rollover in Get your taxes done using TurboTax

Having trouble entering my 1099-R and getting it to be reflected as rollover

cps2025 — Wed, 05 Mar 2025 21:30:27 GMT

Hello - I am using Turbo Tax for the first time after years of having a CPA prepare my taxes. I have the 401K After Tax contribution and in plan conversation. My previous returns always show on the 1040 form line 5b with the word ROLLOVER on it, but I can't seem to get the questions answered correctly to reflect that. This is also causing my total income to be higher than expected as it thinks this is a distribution to be taxes when it is not. How do I need to enter this correctly?

Re: Having trouble entering my 1099-R and getting it to be reflected as rollover

DoninGA — Wed, 05 Mar 2025 21:32:25 GMT

What is the code in box 7 of the Form 1099-R?

Re: Having trouble entering my 1099-R and getting it to be reflected as rollover

cps2025 — Wed, 05 Mar 2025 21:36:36 GMT

Code in Box 7 is G

Box 1 and Box 5 are the same amount

Box 2 is 0

no boxes checked

Re: Having trouble entering my 1099-R and getting it to be reflected as rollover

DoninGA — Wed, 05 Mar 2025 21:44:06 GMT

Did you rollover the amount to a Roth 401(k) account or a 403(b) account or a Roth IRA? If not, then the amount should show as a ROLLOVER on Form 1040 Line 5b with 0 entered on Line 5b as the taxable amount.

Re: Having trouble entering my 1099-R and getting it to be reflected as rollover

cps2025 — Wed, 05 Mar 2025 22:06:08 GMT

I did not, answering no to both questions shows it as rollover on 5b.

Thank you for your help

Re: Having trouble entering my 1099-R and getting it to be reflected as rollover

wofat — Wed, 16 Apr 2025 01:25:38 GMT

"G"