qbteachmt
Level 15
02-25-2022
02:26 PM
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There is not enough information.
From what type of plan (account)?
To what type of plan (account)?
Rollover means, he got the money in between. Or, Transfer? Or, Conversion?
There will be a Box checkmarked, such as Roth or IRA. Or, numbers on which line(s)?
Are you tracking this person's Basis in their account(s) or do they know this info?
We need more details.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers