RLorgeEA
Level 2

So additional question on this topic.  Client received 1099-R with Code U, but he used the entire distribution of $12,500 to open a Rollover IRA.  If the ESOP distribution is fully taxable, and the program does not let me enter a check in the "Full amount rolled over" box, how do I reflect this on the return?  Thanks in advance for your reply(s).

 

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