Rollover, Retirement Plan
Menu Path: Income > Common Income > Retirement Income (1099-R)
You should receive a Form 1099-R reporting your rollover. Enter the 1099-R on the Your Retirement Income (Form 1099-R) screen.
If the distribution code in Box 7 of your Form 1099-R is a G, that indicates a direct rollover and you do not need to indicate that the distribution was rolled over.
If the distribution code is not a G, then on the Distribution Rollover screen indicate how much of your distribution was rolled over.
Any rolled over portion of a distribution is not taxable income.
You should receive a Form 1099-R reporting your rollover. Enter the 1099-R on the Your Retirement Income (Form 1099-R) screen.
If the distribution code in Box 7 of your Form 1099-R is a G, that indicates a direct rollover and you do not need to indicate that the distribution was rolled over.
If the distribution code is not a G, then on the Distribution Rollover screen indicate how much of your distribution was rolled over.
Any rolled over portion of a distribution is not taxable income.
