wendybooth Posted February 20, 2011 Report Posted February 20, 2011 I can not for the life of me remember the form you have to fill out for an indirect rollover. Any help would be appreciated. Quote
OldJack Posted February 20, 2011 Report Posted February 20, 2011 Simple! There is no government form. Your software has a checkbox or place on the 1099-R input sheet for you (or the taxpayer) to indicate the amount that was rolled over. 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.