Turbotax is asking in the state area:
"Rollover to SIMPLE IRA for Name"
A rollover of $xxx was entered for Name, was any of this for a Simple IRA?
I don't have a simple IRA and I did not rollover any money to any other type of account. I have no idea what this is asking about.
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1. What was the state?
2. Did you have a 1099-R of any sort? What was the distribution code in box 7 on that form?
state is NJ
I didn't have a 1099R but my husband did. It's saying my name however. He didn't rollover anything
oh also distribution code was G on one 1099R, 1 on the other 2 1099R's (he had 3 of them in total)
Go back on the 1099-R section and change the name of the owner of the forms to his name and not yours.
The 1099-R with a code of G in box 7 indicates the distribution was a rollover. If this was not a rollover then you need to contact the payer of the 1099-R and request a corrected 1099-R.
When you entered his Form 1099-R, did it accidently get entered under your name?
If you go back to your Retirement Income Section in TurboTax and select "Edit" by his 1099-R you can see what was entered.
You can try deleting that Form 1099-R and reentering it as well. That may remove any incorrect data.
Follow these steps to delete your 1099-R in TurboTax:
You can view your entire return or just your 1040 form before you e-fi to check your entries:
You can preview your return (to check these entries) in the TurboTax CD/Download software by following these steps:
If this does not help please feel free to come back to TurboTax Community additional details or questions or click here for information on Turbo Tax Support. You can connect with a Live TurboTax Agent and share your screen.
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