RLorgeEA
Level 3
04-04-2020
10:48 PM
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So additional question on this topic. Client received 1099-R with Code U, but he used the entire distribution of $12,500 to open a Rollover IRA. If the ESOP distribution is fully taxable, and the program does not let me enter a check in the "Full amount rolled over" box, how do I reflect this on the return? Thanks in advance for your reply(s).