BHoffman Posted March 9, 2016 Report Share Posted March 9, 2016 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 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted March 9, 2016 Report Share Posted March 9, 2016 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. Quote Link to comment Share on other sites More sharing options...
BHoffman Posted March 9, 2016 Author Report Share Posted March 9, 2016 Thanks! Quote Link to comment Share on other sites More sharing options...
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.