Charlie568
Level 1
03-05-2020
01:57 AM
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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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