qbteachmt
Level 15

All? As in, more than one 1099-R.

"Since client rolled over non-deductible contributions from one brokerage to another"

That's not pertinent. What you need to know is Account Type(s). Whether also between brokers or not, isn't applicable to tax status of the event. Account type/plan taken From, and then Account type/plan put Into?

And you stated Rolled; did it meet the deadline?

"Client and spouse each have one regular and one rollover IRA."

Regular = Traditional IRA? Rollover = Traditional IRA? Roth IRA? Rollover is like stating "deposited" and not Account/Plan Type.

Transfer or Direct = the people didn't have the money available to them in between.

Rollover = the people had access to that money in between, might have even used it, and need to make that Deposit in a timely fashion to qualify as Not a Distribution, after all.

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