IRA and Roth IRA Rollovers - not direct

[SunTaxMan]

I have two Forms 1099-R one with code J (Early Roth Dist) and one with code 1 (IRA early dist.).

I have a Form 5498 for both (from a different carrier).

These should both be non-taxable rollovers.

How do I (1) get ATX to tie them together, and (2) report it appropriately on the 1040?

I haven't been able to find any "checkbox" anywhere to create the link to make it work.

[txyank]

I have two Forms 1099-R one with code J (Early Roth Dist) and one with code 1 (IRA early dist.).

I have a Form 5498 for both (from a different carrier).

These should both be non-taxable rollovers.

How do I (1) get ATX to tie them together, and (2) report it appropriately on the 1040?

I haven't been able to find any "checkbox" anywhere to create the link to make it work.

On the 1099-R input form,there is a box under 2a(taxable amount) for rollover amount.

On the tabs at the bottom,there is Rollover explanation if you need it.

Maybe that is what you need.

[SunTaxMan]

On the 1099-R input form,there is a box under 2a(taxable amount) for rollover amount.

On the tabs at the bottom,there is Rollover explanation if you need it.

Maybe that is what you need.

That worked. I saw that earlier, but thought:

--- I hate to put anything in that worksheet that is not ON the 1099 and

--- There is nothing in box 2a on the one 1099.

But using those entries produced the "Rollover" on 1040, page 1 in the margin.

Perfect. Thanks.