gchap
New Member

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?