George4Tacks
Level 15
02-06-2021
04:47 PM
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Treat as an Indirect Rollover. Screen 13, enter the 1099R then click Rollovers and enter the amount in the 1st line as To other than a Roth IRA OOPS wrong software.
FYI - the 1099R was correctly issued.
Someday there will be a 5498 issued to show the rollover (due out by 5/31)
Answers are easy. Questions are hard!