Do I Include This 1099-R?

BTRR — Mon, 16 Mar 2026 11:35:39 GMT

I have a 1099-R from Morgan Stanley. It’s for the rollover of 100% of the assets in a Individual 401k into a Traditional IRA. Box 2a Taxable Amount is $0.00. Box 7 Distribution Code is G. Do I have to include this 1099-R in the Retirement section of TT? Please advise. Many thanks!

Re: Do I Include This 1099-R?

AnnetteB6 — Mon, 16 Mar 2026 11:47:53 GMT

Yes, you should enter the Form 1099-R into your tax return. Even though it is reporting a direct rollover, it will still show up on your Form 1040 line 5a with the 'rollover' checkbox being checked.

topic Do I Include This 1099-R? in Get your taxes done using TurboTax

Do I Include This 1099-R?

Re: Do I Include This 1099-R?