in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill (OBBBA)
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When you enter your Form 1099R for 2017 you will be asked what you did with the money including that it was rolled over. Make sure you answer the questions correctly, by selecting you moved the money to another account.
Click the image attached to enlarge and view for assistance.
When you enter your Form 1099R for 2017 you will be asked what you did with the money including that it was rolled over. Make sure you answer the questions correctly, by selecting you moved the money to another account.
Click the image attached to enlarge and view for assistance.
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