1099-R

JustAsk — Tue, 10 Mar 2026 18:47:08 GMT

can turbo tax handle 1099-R with dollar amounts in box 1, box 2a, box 5 and code G in box 7?

Re: 1099-R

SharonD007 — Tue, 10 Mar 2026 19:47:14 GMT

Yes, TurboTax can handle Form 1099-R as you described above. Code G in Box 7 of Form 1099-R indicates a direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.

Refer to TurboTax Help article What do all the codes in Box 7 of the 1099-R mean?

Follow the steps below to enter your Form 1099-R:

Select Federal
Select Wages & Income
Scroll down to Retirement Plans and Social Security
Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R)
Add your 1099-R.

Refer to the TurboTax Help article Where do I enter my 1099-R? for more details.

topic 1099-R in Retirement tax questions

1099-R

Re: 1099-R