I am helping my father navigate his taxes the year after my mother has died. My mother had two IRA’s–a traditional and a Roth–that were rolled over to his IRA accounts.

His tax preparer initially mishandled the rollovers, treating them as taxable distributions. We’ve talked with his financial institution and are confident this is not correct, but I am trying (and failing!) to sort out how the tax preparer should be handling this going forward.

We have my father’s account statements documenting that the funds were deposited in his accounts, but it’s unclear to me how to handle this on the actual tax forms. From my internet reading and talking informally with some CPA’s (through my sister, so I don’t have direct access to them), my understanding is that the rollover needs to be reported but is not taxable. However, I’m not sure how this should appear on the tax forms themselves. That is, how does one report the rollover amounts and document that they are not taxable?