AmyC
Expert Alumni

Deductions & credits

Hahaha, we both did it! Yes, a rollover is on a 1099-R, box 7, probably code G, maybe an H. IF the money was rolled over with a code G or H, then you don't need to worry. If box 7 has a number like 1 or 2, where it says you got the money, then you need to let the IRS know that you rolled it over.

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