Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
G
grammapeg
February 22, 2025
Question

A 457 rollover to an IRA. The1099-R with Box 1 filled. Box 2b -Total Dist. The Distribution code is G. No other boxes had any info. Do I put this on my tax return?

  • February 22, 2025
  • 1 reply
  • 0 views
The 1099-R indicated no taxable amount. It was a 457 retirement account that was rolled over to an IRA. I am only 69 yrs old.

    1 reply

    A
    AnnetteB6
    February 22, 2025

    Yes, you need to report it on your return, but it will not be taxable.

     

    Enter the Form 1099-R that you received and answer the follow-up questions that come up and TurboTax will include it on Form 1040 line 5a.  

     

    Take a look at the following TurboTax help article if you need guidance to enter the Form 1099-R:

     

    Where do I enter my 1099-R?
     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification