@fanfare wrote:
If you enter the proper code (Box 7) from your 1099-R, your tax return will probably right itself.
Do this after you start AMEND.
print a copy of your original return for your records before you start AMEND.
@jbkeels
I don't think it's a code issue. The 1099-R from the source IRA won't know if the taxpayer performed a non-taxable rollover, a taxable conversion, or a taxable withdrawal. It appears here that the taxpayer originally indicated a non-taxable rollover instead of a taxable conversion.
