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IRA Rollover
I received a 1099r for an annuity distribution which was coded as a normal distribution. However, the distribution was requested by my financial advisor who had it sent to her company. Her company then deposited the distribution in a traditional IRA and issued the distribution to me from that IRA, and they issued a 1099r for that distribution identifying it as a normal distribution. So I have two 1099r's for the same distribution. The first distribution was actually a rollover, but the issuer didn't know that. My financial advisor's company issued a form 5498 showing that it was a rollover, however, I haven't found a way to have TTAX show that distribution as a rollover. Any ideas?
March 13, 2023
12:18 PM