SumDay
Thinks s/he gets paid by the post
- Joined
- Aug 9, 2012
- Messages
- 1,862
I'm playing with a "test" 2019 federal tax return in H&R Block. I want to see tax implications for rollovers to a Roth. H&R Block wants to grab these numbers from the 1099-R, so I'm trying to create a pretend one.
If you've done a rollover, what distribution code is in Box 7? Any other strange boxes checked? I assume boxes 1 and 2a should match?
Thanks in advance!
If you've done a rollover, what distribution code is in Box 7? Any other strange boxes checked? I assume boxes 1 and 2a should match?
Thanks in advance!