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Crazy client> 1099R

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    Crazy client> 1099R

    Have any of you noticed that the 1099Rs are showing code 1 or code 7 even when a direct rollover was done?
    This post is for discussion purposes only and should be verified with other sources before actual use.

    Many times I post additional info on the post, Click on "message board" for updated content.

    #2
    I have

    only seen it in the past, so far not for 2007, if the t/p took the funds and then rolled over. Not on a direct rollover trustee to trustee.

    Sandy

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