@garner-lois wrote:
...and wrote an explanation...
Please explain exactally what asked you for an explanation? Only the substitute 1099-R interview will ask for an explanation or a Traditional IRA distribution when you manually change the carry-forward basis. Neither of which would be used for a received 1099-R for a rollover.
**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.**
