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March 15, 2025
Question

1099-R rollover

  • March 15, 2025
  • 1 reply
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BOX 7 is coded G,non taxable ,  however in the summary top left after completing both Federal and State returns it showing as Taxable .......HELP

    1 reply

    VolvoGirl
    Employee
    March 15, 2025

    If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right.  Check 1040 line 4b or 5b for the taxable amounts.

     

    Before filing you can preview the 1040 or print the whole return
    https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160