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How do I show a 1099 R rollover if the rollover was done by the taxpayer instead of a direct rollover?
caroljo
Level 5
02-28-2025
07:03 PM
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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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IRonMaN
Level 15
02-28-2025
07:08 PM
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On the 1099R worksheet there is a box to enter how much of an IRA was rolled over
Slava Ukraini!
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