Substitute/Form 4852

CountryKid04 — Tue, 24 Feb 2026 05:41:34 GMT

I received a Form 1099-R for a rollover distribution from a 401K into an IRA. Why is TurboTax saying I have to complete a Form 4852?

Re: Substitute/Form 4852

DanaB27 — Sun, 09 Apr 2023 13:05:08 GMT

What is the code in box 7? Was all of it rolled over into a traditional IRA?

If you have code G in box 7 then and it was rolled over to a traditional IRA then please make sure you answer the follow-up questions like this:

On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
On the "Did you move the money to a Roth IRA?" screen answer "No"

Also, please verify that you didn't select "I need to prepare a substitute 1099-R" when you entered your Form 1099-R.