IRonMaN
Level 15
04-17-2024
02:24 PM
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In section B of the 1099R worksheet there is a box to enter the 48K to indicate that it was rolled over. But before you do that, make sure that the client really did complete the process properly and timely. Sometimes clients are a little mixed up on little things like dates and amounts ---------- and life in general.
Slava Ukraini!