abctax55
Level 15
06-09-2024
12:29 PM
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The F 1099-R is for *money out*.
The F 5498 is for *money in* - you don't get a F 1099-R for that.
As this was an indirect roll-over - you have to tell the software that.
edit - it's under "Sections" on the left side, down to *Rollovers* > indirect.
HumanKind... Be Both