helenfain
Level 1
03-21-2021
10:35 AM
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I've checked the box on page 2 of the 1099R worksheet that the entire distribution from 1099R was rolled over but "rollover" is not printing on line 5b of the 1040. This was not a direct rollover but rather the client received the funds and then rolled over the entire distribution on his own within 60 days.
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qbteachmt
Level 15
03-21-2021
10:58 AM
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Does your client have basis, and you need to also submit form 8606?
Here is your Help article: https://proconnect.intuit.com/community/individual/help/proseries-form-1099-r-faq-s/00/4853
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