qbteachmt
Level 15

The 1099-R is not coded incorrectly; it is coded for what this Issuer knows.

If the taxpayer then rolled it, it's up to the preparer to enter the 1099-R as issued, then mark that it was rolled per qualifications. Was it rolled including compensating for withholding?

*******************************
Don't yell at us; we're volunteers
0 Cheers