Rollover on 1040 form

LucaX — Wed, 02 Apr 2025 19:04:31 GMT

Form 1040 says Rollover in box 5b, but it did not last year. That said, I haven't moved my 401k funds, and I had after tax controbutions both years (with the daily Roth in-plan conversion). Is this correct? I selected no to the questions about rolling over my funds to a Roth IRA or other 401k accounts.

Re: Rollover on 1040 form

VolvoGirl — Wed, 02 Apr 2025 19:08:02 GMT

Is there an amount in line 5b? Is it right?

Re: Rollover on 1040 form

LindaS5247 — Wed, 02 Apr 2025 19:17:13 GMT

Does your Box 7 have a code "G" in it? This would indicate a rollover. You could try deleting your Form 1099-R and re-entering it.

To delete a Form 1099-R from TurboTax you can do the following:

Continue your tax return
Click on the Search icon at the upper right of your TurboTax screen
Type "1099-R" in the search bar and hit enter
Click on the link "Jump to 1099-R"
This will take you to the 1099-R section of your TurboTax program.
To delete the form, you can click on the garbage can next to it

To manually enter a From 1099-R In TurboTax Desktop:

Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top
Select" I'll Choose what to work on"
In your "Income Summary" scroll down to "Retirement Plans & Social Security"
Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)"
Click on "Add Another 1099-R"
Select "I'll Type it Myself"
Select the type of Form 1099-R you have, and Continue
Enter your "Payer Name" and the rest of your Form 1099-R details

To manually enter your Form 1099-R In TurboTax Online:

Open your return and select "Pick up where you left off"
Select Wages & Income" in your left panel
You will see the 1099-R's that you already entered
Select "Add/Edit" next to the 1099-R's
Select "Add another 1099-R"
Select "Change how I enter my form"
Select "Type it myself"
Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider")
Select "Continue"
Enter your Payer Information and the rest of your Form 1099-R details

Click here for instructions on where to enter your Form 1099-R.

Click here for "How Do I View and Delete Forms in TurboTax Online"

Click here for "How to Delete Forms in TurboTax Desktop"

Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.

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Rollover on 1040 form

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