GLGACCT Posted April 10, 2022 Report Share Posted April 10, 2022 TP calculated non-taxable portion of a 1099-R based upon a percentage when he rolled over the funds into an IRA over 15 years ago. TP is now deceased. How should the taxable amount of the 1099-R be calculated for the final return? Can probably calculate using the simplified method, but would not know what was taken over 15 years. TP did his own returns by paper every year, records are lacking. Client will be going on extension. Any recommendations? Quote Link to comment Share on other sites More sharing options...
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