Retirement tax questions

Hi, Dmertz.

 

The IRA/SEP/SIMPLE box in Line 7 of the 1099-R is checked (like it is on the 1099-R from Fidelity) and distribution code 2 is entered (as it is on the 1099-R from Fidelity).

 

And in answering the questions as we went through the interview, we did identify it as a rollover and not a recharacterization.