Jax123
Level 1
04-19-2024
06:50 PM
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Client received a 1099-R with Box 1 and Box 2a filled in (both have same amount).
Client says that the money was rolled over into another IRA (indirect rollover).
Distribution code is "1L"
In this case, how do I signify in Proseries that full amount was rolled over? If I signify that towards the bottom, it gives me an error code saying "rollover shouldn't be checked with distribution code L".
Thank you for your help!
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