On the 1099-R entry screen it says to enter the information exactly (bold) as it appears on my 1099-R.
I have received a 1099-R that includes two extra lines in the box beyond payer's name, street, etc. I can enter the first and second line of the payer's name, street address, city, state, zip and federal ID number. However, the payer also added two extra lines in the box to add plan number, plan name and phone number.
How do I add the plan number and plan name to the 1099-R information I report?
This 1099-R is for a direct nontaxable distribution or rollover from an old employer 401(k) plan to a new IRA. Although the G option is specified in block 7, I wonder if it still leaves open the possibility that this could be confused for a direct IRA to IRA rollover. I understand there is a limit to one IRA to IRA rollover in a twelve month period. I want to make sure this transaction is not factored into that limit.
