Partial rollover data entry

You can enter a partial rollover from a taxable distribution on Form 1099-R. UltraTax CS subtracts the rollover amount from the taxable amount on Form 1040.
  1. Go to the
    1099-R
    window in the
    Retirement
    folder.
  2. Enter the total distribution amount in the
    Gross distribution
    and
    Taxable amount
    fields.
  3. Enter the distribution code in the
    Distribution code
    field.
  4. Complete the
    1099-R
    window.
  5. Enter the portion of the total distribution partially rolled over in the
    Amount of rollover
    field.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close