@EP2021 wrote:
Thank you dmertz.
I also spoke with a TurboTax CPA. And they said, it's not a problem as the IRS has the 1099-R and will figure out that its a rollover.
I'd rather not bet that the IRS will figure out the discretion properly though. Personally speaking...
If the 1099-R box 7 code is G then the that code *is* a rollover. The word ROLLOVER should still appear and it does in the desktop version but not the online version.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
