gk
Level 7

Hi,

One of my client rolled over 250k from 401 k to Roth. He gave me the 1099 R with whole amount is taxable and code G in box 7. This all are correct. But the amount is not flowing to 1040 line 5b and  No form 8606 is generating. Did i do anything wrong. Pleae help.

 

GK.

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