1099-R rollover box is not checked

AskTaxQ — Wed, 08 Apr 2026 21:01:54 GMT

Hi,

I converted a distribution from the annuity into Roth IRA last year. The 1099R shows the full amount of distribution taxable and code G in box 7. I imported the 1099R from the financial institution online into TurboTax. How do I answer the interview questions in TurboTax so that the distribution is taxable income and the rollover box in 5C is checked?

Re: 1099-R rollover box is not checked

MaryK4 — Wed, 08 Apr 2026 22:51:08 GMT

Follow these steps:

Enter the 1099-R with Box 7 as "G". The box not being checked is common with automated imports.
After entering the form, click Continue.
On the "What Did You Do With The Money?" Screen, select the option that says "I converted this to a Roth IRA" or "I moved the money to a Roth IRA".

TurboTax should calculate the taxable amount. If the 1099-R says the full amount is taxable, ensure the summary shows this amount as a taxable conversion to a Roth. Verify that the amount appears on Form 8606, which handles Roth conversions.

topic 1099-R rollover box is not checked in Retirement tax questions

1099-R rollover box is not checked

Re: 1099-R rollover box is not checked