Kea Posted February 26, 2011 Report Share Posted February 26, 2011 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 Quote Link to comment Share on other sites More sharing options...
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