Roth IRA Distibution rolled to Roth

[KC-CPA]

Client withdrew money of $2500 from Roth IRA, 56 days later placed in another Roth IRA. 1099-R shows J (of course). I entered 1099 with J code and marked rollover but do I need to place this on another form to show it was rolled over? I looked at 5329 but did not see anywhere to do it.

[RitaB]

Try

Client withdrew money of $2500 from Roth IRA, 56 days later placed in another Roth IRA. 1099-R shows J (of course). I entered 1099 with J code and marked rollover but do I need to place this on another form to show it was rolled over? I looked at 5329 but did not see anywhere to do it.

Try Part III of 8606, I am not even looking at it, so if that is totally wrong, my bad.

[Burke]

Client withdrew money of $2500 from Roth IRA, 56 days later placed in another Roth IRA. 1099-R shows J (of course). I entered 1099 with J code and marked rollover but do I need to place this on another form to show it was rolled over? I looked at 5329 but did not see anywhere to do it.

Did it show up on page 1 of 1040?

[KC-CPA]

yes it shows up on the 1040 line 16a and taxable amount is blank

[erchess]

That sounds good

to me. Go with it and be happy.