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O
oscargmercado
Level 1
March 6, 2023
Question

Where do i tell the program that i have a 1099r code 2 but it is a direct rollover to ira

  • March 6, 2023
  • 1 reply
  • 13 views
according to program "help" there is button to set to say is a rollover can not find it
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1 reply

itonewbie
itonewbie
Level 15
March 7, 2023

On the input screen for 1099-R under Income > Pensions, IRAs (1099-R), there are two lines for distribution codes.  Within those dropdown boxes, you'd find the codes for both.

Here's also an article on how to make your entries for 1099-R: https://proconnect.intuit.com/support/en-us/help-article/retirement-benefits/common-questions-form-1099-r-proconnect-tax/L2ha77K09_US_en_US?uid=ley1muxx

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