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Since you and I cannot really do that and keep clients, you might try running an article or two for your client. I've found one that seems clear for this purpose: https://www.thepennyhoarder.com/taxes/child-coronavirus-stimulus/ Also, the number given in the letter IRS sent out, Notice 1444: 1-800-919-9835 I just got off the phone with a caller, who's not even a client, and I gave her that number. She was so appreciative and said, "Now I know why my brother brags on you all the time." So, her brother is a client. Yeah, I know, but I was glad I tried to help her.

Or provide the appropriate phone number for their congress person. Ot they can call the office of the President since his name is on every check, or the letter that follows up direct deposits and checks.

Greg (and MarkM from 2017), since the taxpayer took control of the funds, the issuer has no choice but to use Code 7 (or Code 1 if early withdrawal, as in MarkM's case). I believe you'll need to enter an explanation within the 1099-R entry. There's a tab down at the bottom named "Rollover Explanation." I had to use it twice on 2019 returns. I entered detailed information regarding dates and names of both investment companies involved. I also keep copies of the proof that my client deposited the funds within the 60 days, because I figure odds are good that they'll get a letter despite the explanation.

Mine is done automatically each year as a direct debit. I'm happy to donate.

OMG...if it was a snake it would have bit me...looked at that screen for hours and did not notice that!

on the 1099 input page there is a box for rollover and it will print on the front of the 1040 "rollover"

I will send a small measure of support. Please post info such as Payee, Address, etc. or if you don't wish to post, please send me a PM so I'll know what to do.

1-800-829-1040

How I wish I could just say that, not my problem and get over it haha.

Done and set up for annual so I don't forget.

I wholeheartedly agree. I make a donation every year and the benefits that I receive being a member of this community far exceeds the dollars that I donate!

Every time I consider deleting all returns older than 7 years, I remember those (admittedly few) times I needed those older returns to see energy credits, education credits or various state credits or deductions that have limits, or ??? ... and so I don't delete. But I should probably delete all returns older than 15 years, at least.

The problem with your solution, Pacun, is that a code G is for a direct rollover, what used to be called a trustee to trustee transfer. That is not what this was. This was a rollover, and that is what should be indicated on the return, IMHO.

Pacun I totally disagree. The way the OP stated the 1099R was completed is correct. The broker is required to report the withdrawal as a taxable distribution. The amount rolled over within the 60 day window is reported on form 5498 thus making the distribution non-taxable. The advisor is correct. Only other thing to add is look at the new rules with the 60 day rollover and be sure the client has not had a rollover within that last 365 days.