RobertB4444
Expert Alumni

Get your taxes done using TurboTax

You should receive a 1099-R from the financial institution managing your IRA showing a distribution of the complete amount of your rollover in box 1 and a zero in box 2.  It should have code G in box 7.  That is how they should report the rollover to you and how you should report it on your tax return.

 

@marty231 

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