Skip to main content
Retirement
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Retirement

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.
    note
    When the
    Distribution code
     field has
    G
     or
    H
    , the system updates the
    Amount of rollover
     field with the amount from the
    Gross distribution
     field.
  4. Complete the
    1099-R
     window.
  5. Enter the portion of the total distribution partially rolled over in the
    Amount of rollover
     field.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close