Charlie568
Level 1

Client received 1099R, closed out her 401K, was taxed, then took the remaining money and rolled it 

over into a Roth IRA. My question is the remaining money that was rolled over into the Roth, was she 

supposed to get a 1099R for that?  She received a form 5498, showing the money that was rolled over.  

I am lost as to where I enter the amount that was rolled over

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