- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
What codes are in box 7? It has to have a code that indicates a trustee-to-trustee transfer to generate the rollover question in TurboTax since you cannot roll over any amounts into or out of the IRA, other than a trustee-to-trustee transfer. And as stated above, the IRA into which amounts are being moved is set up and maintained in the name of the deceased IRA owner for the benefit of you as beneficiary.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 10, 2021
3:17 PM