Question
Question on 401k distribution, and where I enter the amount that was rolled over into a roth
Client received 1099R, closed out her 401K, was taxed, then took the remaining money and rolled it
over into a Roth IRA. My question is the remaining money that was rolled over into the Roth, was she
supposed to get a 1099R for that? She received a form 5498, showing the money that was rolled over.
I am lost as to where I enter the amount that was rolled over
