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IRA ROLLOVERS

bub
Level 1

I have a client who received two different checks from his retirement account.  The first check was for $52,556.45.  This check he rolled over within the time limit to do a rollover to a IRA.  The second check was for $12,884.40 from same retirement account.  This check he did not rollover.  His 1099-R reports both checks as a total of $65,440.85 gross distribution and is coded 2.  How do I go about reporting the $52,556.45 of this distribution that was rolled over to an IRA?

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Just-Lisa-Now-
Level 15
Level 15

Scroll down the 1099R worksheet to the rollover section, enter the amount rolled over.


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