Yardley CPA Posted July 8, 2020 Report Posted July 8, 2020 Client had IRA mature at Bank A on 10/15/19. Client found a better rate at a different bank and had the mature funds distributed to her and then she deposited the amount into Bank B on 11/13/19, within the required 60 day period. Bank A issued a 2019 1099R coded as 7. Where/how on the ATX return do I show the rollover? Would appreciate any insight. Quote
Lynn EA USTCP in Louisiana Posted July 9, 2020 Report Posted July 9, 2020 Box 2 has a sub box which says something like ‘include amount rolled over ‘ . 1 1 Quote
Yardley CPA Posted July 9, 2020 Author Report Posted July 9, 2020 56 minutes ago, Lynn EA USTCP in Louisiana said: Box 2 has a sub box which says something like ‘include amount rolled over ‘ . Thank you. How the heck did I miss that? 1 Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.