Indirect Rollover

[Lizhoh]

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?

[itonewbie · Accepted solution]

1. Go to Income > Pensions, IRAs (1099-R);
2. Enter the distribution from 1099-R on the input screen;
3. Click on the Rollovers tab;
4. 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.