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vjh1938
New Member

The IRS sent a letter asking me to pay taxes on a rollover that was filed correctly because the received they a 1099-R. The 1099-R shows that it was a rollover. Help?

YES, I ENTERED THE AMOUNT FROM THE 19099R

vjh1938
New Member

The IRS sent a letter asking me to pay taxes on a rollover that was filed correctly because the received they a 1099-R. The 1099-R shows that it was a rollover. Help?

I DID NOT SEE OTHER SCREENS TO ENTER THAT IT WAS A DIRECT ROLLOVER.  IT WAS A DIRECT ROLLOVER.  I DID GET A CHECK MADE DIRECTLY TO FIDELITY FOR THE ROLLOVER

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