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caroljo
caroljo
Level 5
March 1, 2025
Question

How do I show a 1099 R rollover if the rollover was done by the taxpayer instead of a direct rollover?

  • March 1, 2025
  • 1 reply
  • 10 views
I have a client who received a 1099 R with code 7. She rolled it over within 4 days. I am not sure what form I must use to show this should not be taxable.
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    1 reply

    IRonMaN
    IRonMaN
    Level 15
    March 1, 2025

    On the 1099R worksheet there is a box to enter how much of an IRA was rolled over

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