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Level 2

Question

Indirect rollover - no question?

Forum|Forum|6 years ago
April 18, 2020
1 reply
7 views

I'm doing my father's taxes. He has a 1099-R with a Total distribution, but he rolled it over into an IRA within the 60-day limit. In searching through the information about indirect rollovers, the responses say that I should respond appropriately when I am asked the question "What did you do with the money you received from (investment company name)?" That question is not coming up for me. How do I assert that this distribution is an indirect rollover? Thank you in advance.

Level 15

What is the code in box 7 of the Form 1099-R provided by the payer?

Is the IRA/SEP/SIMPLE box marked?

numberguy56Author

Level 2

Yes it is.

Level 15

What is the code in box 7 of the Form 1099-R provided by the payer?