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debbiewith2 t1_j6f1zd2 wrote

Reply to comment by Fragrant-Anxiety6162 in Turbo Tax Is Counting Multiple 1099-Rs Toward My AGI by Fragrant-Anxiety6162

There still should have been a code G that it was rolled to a qualified plan. You won’t get a 5498, since that’s only for IRAs. The first check was for sure made out to Fidelity?

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Fragrant-Anxiety6162 OP t1_j6f46sf wrote

Yep. Code G is on the Vanguard 1099-R and the check was made out to Fidelity.

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debbiewith2 t1_j6fa5uh wrote

If you put that in, that part shouldn’t be showing taxable.

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