1099Q rollover went to client

[Possi]

My client (my b/f) rolled his son's Coverdell into a VA 529 plan. 

It could not be a trustee-to-trustee rollover because the 2 entities were not going to the dance together. 

Since the T2T box isn't checked, is there a way to report this in-and-out? 

It went to his checking account and he immediately sent the money to the 529.

 

I looked online, but all I see is "don't report it." 

 

[Lion EA]

If it's a qualified rollover, something you probably checked before b/f moved the funds and the VA 529 plan administrator probably checked before accepting, you might have to ask your software how to report it. You might have a tab or dropdown menu or a pop-up during 1099Q entry that asks the amount rolled over.

[Possi]

44 minutes ago, Lion EA said:

If it's a qualified rollover, something you probably checked before b/f moved the funds and the VA 529 plan administrator probably checked before accepting, you might have to ask your software how to report it. You might have a tab or dropdown menu or a pop-up during 1099Q entry that asks the amount rolled over.

Taxwise doesn't have a way to enter a 1099Q, just the taxable portion on a worksheet. So, I'll not report it at all, and if he gets a letter, we'll respond with documentation. 

Thanks, @Lion EA!