Do I Include This 1099-R?

[BTRR]

I have a 1099-R from Morgan Stanley.  It’s for the rollover of 100% of the assets in a Individual 401k into a Traditional IRA.  Box 2a Taxable Amount is $0.00.  Box 7 Distribution Code is G.  Do I have to include this 1099-R in the Retirement section of TT?  Please advise.  Many thanks!

[AnnetteB6]

Yes, you should enter the Form 1099-R into your tax return.  Even though it is reporting a direct rollover, it will still show up on your Form 1040 line 5a with the 'rollover' checkbox being checked.