Rollovers Submitted by Jennifer Poole on Mon, 2016-03-07 21:30 If a client client got a 1099-R does that mean that the money was rolled over? Flag as spam
Permalink Submitted by Alan - IRA critic on Mon, 2016-03-07 23:19
No. A 1099R reports a distribution. It may or may not have been rolled over. A G or H code in Box 7 indicates a direct rollover, otherwise you cannot tell from the 1099R.