topic Re: 1099R Rollover in Self employed

1099R Rollover

terimac4 — Wed, 11 Feb 2026 06:24:13 GMT

I am entering my 1099R that I rolled over. After I put in the info, it only asks if I rolled it over into a Roth IRA or 403B (which I did not). I do not see an option to just say I rolled it over to a regular IRA. Also, after entering the 1099, it asks me to enter the distribution again. It is not taxing it, but should I be entering it again?
This is on the screen that asks where it came from and gives 3 options (which do not apply) and the last option is "It didn't come from those work areas".

Thank you

Re: 1099R Rollover

DawnC — Sun, 10 Mar 2024 00:34:53 GMT

You don't need to indicate it was rolled over to a traditional IRA. Your form has code G, so the only thing TurboTax needs to know is if it was rolled over to a Roth IRA/401K or 403B. All other plans will generate no tax. All you have to do there is answer NO on both of those screens. The first is Roth 401k or 403b, both are a NO. The 2nd screen asks about Roth IRA - also a NO.

Re: 1099R Rollover

terimac4 — Sun, 10 Mar 2024 00:39:40 GMT

Thank you-what about that second screen that asks for distribution again? When I put in the amount, there is no tax appearing, but I want to make sure I am supposed to enter the amounts again.

Re: 1099R Rollover

CatinaT1 — Fri, 15 Mar 2024 18:14:28 GMT

What is the second screen you are referring to? Do you have a screenshot?