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June 5, 2019
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My1099r is missing a code for a direct rollover in box 7 is that something i can change myself?

  • June 5, 2019
  • 1 reply
  • 0 views
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Best answer by HelenC12

No, you cannot change the 1099-R form. Enter it exactly as it was reported. TurboTax will allow you to make any adjustments after you enter the 1099-R form.

  1. Log on to TurboTax.
  2. Click on the Take me to my return button.
  3. On the left navigation bar, click on Federal.
  4. Click on the Wages & Income tab.
  5. Edit/Add the 1099-R.
  6. Continue with the onscreen interview until you get to the What Did You Do With The Money From This Payer?screen,
  7. click on the appropriate response.
  8. If you select I rolled over all of this money to another IRA...., that will make your IRA NOT TAXABLE.

Related information:

1 reply

HelenC12Answer
June 5, 2019

No, you cannot change the 1099-R form. Enter it exactly as it was reported. TurboTax will allow you to make any adjustments after you enter the 1099-R form.

  1. Log on to TurboTax.
  2. Click on the Take me to my return button.
  3. On the left navigation bar, click on Federal.
  4. Click on the Wages & Income tab.
  5. Edit/Add the 1099-R.
  6. Continue with the onscreen interview until you get to the What Did You Do With The Money From This Payer?screen,
  7. click on the appropriate response.
  8. If you select I rolled over all of this money to another IRA...., that will make your IRA NOT TAXABLE.

Related information:

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