caroljo
Level 5
‎02-28-2025 07:03 PM
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

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


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