sly
Level 3
02-08-2024
09:40 PM
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Thanks to everyone for helping me on this conversion matter. I finally got the client to call her advisor & tell them we needed the 1099R coded 2. He told her there was no need, it was a non-taxable matter. But I told her to insist the 5498 shows a taxable conversion. They finally e-mailed her & said, because I was so adamant on a 1099R they looked into the matter deeper & low and behold, they said they found the 1099R coded 2 under a stack of her documents. They immediately e-mailed it to her & the whole mess is cleared up. 43 years of doing taxes & never had a situation like this.