topic I did enter them separately and the Code G shows zero wit... in Retirement tax questions

How do I enter a direct rollover of a 401k to an ira?

jeterbugky1 — Sat, 01 Jun 2019 20:37:56 GMT

You should have a 1099R is if from a taxable 401K to Trad...

MichaelL1 — Sat, 01 Jun 2019 20:37:57 GMT

You should have a 1099R is if from a taxable 401K to Traditional IRA it is not taxable income.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

It is showing my rollover as income. There is no notatio...

jeterbugky1 — Sat, 01 Jun 2019 20:37:59 GMT

It is showing my rollover as income. There is no notation that it is a rollover. I did put code G into the 1099 info. Have I done this right but it just looks odd? Also, I did take a partial withdrawal at the same time which has a code 2. That part should be showing as income, but not the rollover part.

you will need to enter this as two separate 1099R's one f...

MichaelL1 — Sat, 01 Jun 2019 20:38:00 GMT

you will need to enter this as two separate 1099R's one for the amount of the partial withdrawal and a code of 2, and the other for the rollover Code G.

A distribution paid to you is required to be reported on an Form 1099-R (code 2) separate from the Form 1099-R reporting the direct rollover (code G).

Also, a code G Form 1099-R can never have tax withholding shown in box 4 since tax withholding is an amount not rolled over.

I did enter them separately and the Code G shows zero wit...

jeterbugky1 — Sat, 01 Jun 2019 20:38:03 GMT

I did enter them separately and the Code G shows zero withholding. Will the Code G show as income on the Federal Review?

Is there another step I should be talking to have the rol...

jeterbugky1 — Sat, 01 Jun 2019 20:38:04 GMT

Is there another step I should be talking to have the rollover not show as income?