Foxy-Lady
Level 3

Client received a 1099R - code 7.   Received Form 5498 showing that the 1099R was a Rollover contribution.   The Client had taken the funds but returned them within the allotted time.  How do I show this on the tax return that the funds are non-taxable income.

0 Cheers
Just-Lisa-Now-
Level 15
Level 15

Scroll down to Page 2 of the 1099R worksheet, you'll find your rollover options.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

Foxy-Lady
Level 3

THANK YOU!!!!!!