Solved
Indirect Rollover
How do you enter an indirect rollover into Proconnect. I have a 1099-R with code 7 and then a 5498 with code 2. Is there a specific way proconnect handles indirect rollovers?
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- Go to Income > Pensions, IRAs (1099-R);
- Enter the distribution from 1099-R on the input screen;
- Click on the Rollovers tab;
- Enter the rollover from F.5498.
The above will trigger PTO to print Rollover over Line 4a and show any balance that was not rolled over on Line 4b.
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