Hello All, 

I just had a client email this question: 

"I just learned that you are supposed to report 401K rollovers on your tax return.  I had a big rollover in 2020 and never reported it.  I looked on Fidelity's site and there is a 1099 form there."

I think she only had one rollover. Any advice on the types of questions I should ask?

p.s. I didn't prepare those taxes for her. 😉 

Thank you!!