Retirement tax questions

He put it in the new IRA within a couple weeks?  Was it within 60 days or not?  I don't think that's clear.  Maybe post the dates received and deposited.

 

If he was within the 60 days, after you enter the 1099R it will ask what you did with it.  Pick you moved the money to another account.  Then that will expand and you pick I rolled over all this money.  Then it will expand to enter how much you rolled over.