topic Re: 1099-R in Get your taxes done using TurboTax

1099-R

user17754603828 — Mon, 06 Apr 2026 07:48:04 GMT

Turbo Tax is not taxing the income distributed from 403b (pre-tax) plan rolled/transfered to Roth IRA (post tax).

Re: 1099-R

NCperson — Mon, 06 Apr 2026 09:05:50 GMT

Re: 1099-R

user17754603828 — Mon, 06 Apr 2026 09:34:51 GMT

Fidelity had a G in box 7, but it should be a 7. Turbo Tax wouldn't change the calculation regardless of the code. Read other posts where others had to delete and reorder the 1099-R, which also worked for me. Deleted 3 1099-R, saved file, logout, re-entered the 1099-R. Thank You. It was driving me crazy.

Re: 1099-R

NCperson — Mon, 06 Apr 2026 09:51:54 GMT

@user17754603828 go through the step-x-step procedure.

At one point it asks if you rolled the money over to a ROTH 401K - the answer is NO - you rolled it to a Roth IRA (which will get asked later).

is that the issue.

the 1099-R is correctly a "G" in Box 7, but I suspect you are not answering the questions correctly.

If you follow the questions closely, it will create the taxable event. I tested it just now and it worked. Answer "no" to this question:

Did you move this money from a 401(k) to a Roth 401(k)? This includes rollovers from a regular 401(k), 403(b) or 457(b) plan to a designated Roth 401(k), 403(b) or 457(b) plan.

Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan

No, I didn’t

Re: 1099-R

dmertz — Mon, 06 Apr 2026 13:19:37 GMT

Is the amount in box 2a of this Form 1099-R nonzero? If it's zero, this form is reporting a rollover to a traditional IRA, not to a Roth IRA.

Re: 1099-R

user17754603828 — Tue, 07 Apr 2026 19:54:33 GMT

"For rollovers to other types of retirement accounts (such as a traditional IRA), just answer No.

Options

1) Yes, this money was rolled over to a Roth IRA

2) No, I didn't

Have tried both. Tryint to Amend 1040X, still having issues

Re: 1099-R

user17754603828 — Thu, 09 Apr 2026 04:40:43 GMT

Solution was to delete problem1099-R, save file and and enter data again answering the questions differently until Turbo Tax recognizes it as taxable income.

I have 3 1099-R with 3 distribution Box 7 codes (4, 7,and G) and with 3 similar amounts of taxable income.

Your solution helped with a partial step. Will save it for next year's return.

Thank you.