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@lorrainegalloway wrote:
It was a cCD in an IRA. 7 is in box 7.
i also have a 54xx something from the receiving bank showing it was a rollover.
Go back to the Form 1099-R section and edit the 1099-R that you entered. Continue past the entry screen. You will come to a screen Tell us if you moved the money through a rollover or conversion
If applicable select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
If you have received a 1099R for a rollover and it is not coded G for rollover, you need to go back to your financial advisor and ask them to provide you will a corrected 1099R. This cannot be corrected when filing, you need to get it corrected.
It was a cCD in an IRA. 7 is in box 7.
i also have a 54xx something from the receiving bank showing it was a rollover.
@lorrainegalloway wrote:
It was a cCD in an IRA. 7 is in box 7.
i also have a 54xx something from the receiving bank showing it was a rollover.
Go back to the Form 1099-R section and edit the 1099-R that you entered. Continue past the entry screen. You will come to a screen Tell us if you moved the money through a rollover or conversion
If applicable select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
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