Tracy Lee Posted March 18 Report Share Posted March 18 TP received a 1099 R for $227,701.42 (annuity) with a distribution code of 7D showing all of it as taxable. He is insistent that it was a rollover into another account, so the code is incorrect. I have asked him (twice, he's 92 and confused) for the first statement for the company it was rolled over into to show money out and money in. Can I send that as an attachment and do a rollover explanation in ATX and put 0 in box 2a showing it as not taxable? I can't seem to find any other way around this to show it as not taxable without waiting for a corrected 1099R. What is my best option with this, especially working with such an elderly man who keeps bringing me the wrong information. Quote Link to comment Share on other sites More sharing options...
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