ira


If your clients want to rollover their IRA, there are a few things you need to know as a tax preparer.

Entering a Rollover 1099-R into TaxSlayer Pro


Form 1099-R, Distributions from Pensions, Annuities, Retirement, or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., should be completed and filed by the company or program for each person they have made a designated distribution to of at least $10. Some of these distributions may be eligible for rollover.   What is a rollover?  …