qbteachmt
Level 15

Here's the help article:

https://accountants.intuit.com/support/en-us/help-article/form-1099-r/common-questions-form-1099-r-l...

Always ask for the 1099-R and the Form 5498 (if available) or the account statement, because that distribution likely had withholding. You need to confirm that was included in the rollover, and that the rollover was timely.

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