TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

I have a 1099R that shows the total for 4 withdrawals. 3 are taxable and the 4th was moved to E Jones. Distribution Code 7. How can I split the non taxable portion?

Forum|Forum|2 years ago
February 10, 2024
1 reply
0 views

Bad advice from Edward Jones Rep had the bank make the check out to the individual instead of EJ. Bank coded it as Withdrawal instead of rollover.

TurboTax Online

Best answer by VolvoGirl

After you enter the 1099R it will ask you what you did with it. You pick you moved or rolled part or all of it to a new account. Then it will expand and ask you how much.

VolvoGirlAnswer

Employee

After you enter the 1099R it will ask you what you did with it. You pick you moved or rolled part or all of it to a new account. Then it will expand and ask you how much.

I have TurboTax Deluxe and it does not expand and ask how much.

Employee

See the 2 screen shots I just posted on this one. There are a couple other choices you have to make for the screens to expand

https://ttlc.intuit.com/community/retirement/discussion/1099-r-distribution-with-indirect-rollover/00/1109677