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Roth to Roth on 1099R worksheet


Kea

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Client moved a Roth from one brokerage to another. BUT the check came to him & he moved it to another account.

1099R shows Code J and taxable amount unknown. Since it was rolled over within 60 I'm using $0 for the taxable amount. But I'm just not sure about the rollover drop-down list below box 7. The choices are: 0 - No Rollover, 1 - Rollover to Trad IRA, or 2 - IRA to Roth.

None of those is correct and I can't choose a blank line. Which one do I pick?

Thanks

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