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Retirement tax questions
Did you indicate that this distribution was from an IRA or not?
When you were completing the section after entering the 1099-R, did you indicate that you moved his money to another retirement account? If so, did you indicate that all the money was rolled over?
If for an IRA -
If you answered the questions correctly for the IRA withdrawal it would have entered the amount on Form 1040 Line 4a, the word ROLLOVER below the distribution amount and a 0 (zero) on Line 4b.
If from a pension or an annuity -
If you answered the questions correctly for the pension or annuity withdrawal it would have entered the amount on Form 1040 Line 5a, the word ROLLOVER below the distribution amount and a 0 (zero) on Line 5b.
‎January 12, 2021
2:39 PM