sly
Level 3

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.