Question

Why is my 1099-r listed under income? I didnt actually withdraw this money, it just automatically rolled over to a different account

Forum|Forum|6 years ago
February 7, 2020
1 reply
0 views

Is there another form I am missing?

TurboTax Free Edition Online

I recommend that you retrieve your paper copy of your 1099-R. I would expect to see Code G or Code H in Box 7 on your paper copy.

If that is the case, and it is still showing up in income, I recommend you go into the screen where the 1099-R appears and make sure you have entered the Code for box 7 properly (As well as for the other boxes too). If you have, it will make sure this income does not go to the tax return and you do not need to do anything else.

If the wrong Code is in Box 7, you may need to request the administrator issue a corrected 1099-R.