1099R code 6

[BHoffman]

If a form 1099-R shows code 6 (Section 1035 exchange), do I have to file any other form or do I just enter what I'm looking at and go on with life?

Thanks

 

[jklcpa]

Enter the 1099R info, indicate the code 6 and that's it.  "6" is a tax-free exchange from a life insurance product. It should show up on line 16a only, nothing on 16b, similar to a direct rollover from a pension.

[BHoffman]

Thanks!