dcpinya25
Level 2
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Thanks@dmertz! That makes sense! Thanks@MaryK4!
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I deleted that 1099R but ROLLOVER did not disappear. I have 2 other 1099R forms. I transferred my 403b and Roth 403b from my former employer to another institut...
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The code is 4D. I took it as a lump sum payment and did not roll it over. TurboTax is automatically populating it with “ROLLOVER”
Activity Feed for dcpinya25
- Posted Re: I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b o... on Retirement tax questions. April 13, 2025 4:30 AM
- Cheered Re: I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b o... for dmertz. April 12, 2025 1:09 PM
- Posted Re: I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b o... on Retirement tax questions. April 12, 2025 12:15 PM
- Cheered Re: I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b o... for dmertz. April 12, 2025 12:00 PM
- Cheered Re: I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b o... for MaryK4. April 12, 2025 10:05 AM
- Posted Re: I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b o... on Retirement tax questions. April 12, 2025 10:04 AM
- Posted I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b of my 1040, TurboTax added "ROLLOVER" to the taxable amount. Is this correct? on Retirement tax questions. April 12, 2025 7:48 AM