Thank you for your response.

I believe he deposited it to his brokerage account at the same financial institution, which accepted the deposit. He hasn't rolled it over yet.

In Line 7, Part II of the 8915-E, ProConnect is not allowing me to adjust the "cost of distributions," which should be $0. Looks like it's pulling $0 from the 2a taxable amount that was reported on the 1099-R.

Is it possible to manually adjust this amount on line 7?