Yardley CPA Posted July 8, 2020 Report Share 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 Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted July 9, 2020 Report Share Posted July 9, 2020 Box 2 has a sub box which says something like ‘include amount rolled over ‘ . 1 1 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted July 9, 2020 Author Report Share 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 Link to comment Share on other sites More sharing options...
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