Skip to main content
Level 2
March 21, 2021
Question

Getting "rollover" to print on line 5b of 1040

  • March 21, 2021
  • 1 reply
  • 3 views

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.

This topic has been closed for replies.

1 reply

qbteachmt
Level 15
March 21, 2021

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

 

Don't yell at us; we're volunteers