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J
jack-wu05
February 12, 2025
Question

I have a 1099-R form with Box 7 distribution code '4G' where 'G' stands for 'direct rollover'. Should I include this 1099-R when I file the 2024 fed income tax return?

  • February 12, 2025
  • 1 reply
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    1 reply

    M
    MinhT1
    February 12, 2025

    Yes.

     

    You have to report this form 1099-R, even if the rollover is not taxable.

     

    After entering your form 1099-R, follow the TurboTax interview, and you can indicate that the distribution was rolled over, and whether it was rolled over to a Roth IRA (in which case it becomes taxable).

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