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Question

How to make a 1099-R basis adjustment within TurboTax? All distribution was rolled into a qualifying plan, but TurboTax is showing my basis as $0. It won't let me change.

Forum|Forum|1 year ago
October 12, 2024
3 replies
0 views

Looking for info on how to manually override this within TurboTax, it is showing a 110k rollover as Pennsylvania income and saying I owe.

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Contact Support, @andrew0072

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Employee

If you use Code "G" on a 1099-R, the state program should not tax your rollover.

andrew0072Author

I used code G, per the 1099, and it's taxing it at the state level. The message I received within TurboTax said I needed to adjust the basis.