Just-Lisa-Now-
Level 15
Level 15

Box 2 shows a taxable amount, but they did an indirect rollover to another retirement account? Scroll down the 1099R worksheet and you'll find a place to indicate the amount was rolled over.

Or maybe you need to explain the situation a bit more.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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