IRS DRT will be back for 2018-2019 ... with some changes

[austinpop]

@kelsmom

You should not have to wait & do a PJ for that. Document the rollover with proof that it was actually a rollover (paperwork from the plan), and include a signed copy of the 1040 showing the rollover. Talk with a manager, if necessary, to find out where - specifically - the information needs to be sent so that an update can be made to your information. Once you get that info, write a letter of explanation, sign it, and send or fax it along with the documentation.

Yes, we have done exactly that. We’ve submitted a written letter of explanation, the first 2 pages of form 1040, showing lines 16a and b, and the 1099-Rs that prove the amount that were rollovers. We’re awaiting a response.

Filing a complaint will most likely get you nowhere. Work with the school or schools to get it changed.

Agreed. I was simply relaying what I was told. This would be a last resort.

By the way, there is no way to indicate a rollover if you enter the tax info manually - I just went on the demo site & tried. So you’d have to do this even if you didn’t use the DRT. It is a flaw that I know aid administrators have brought up - guess it affects too few people for it to be a programming priority.

That is interesting. So you say when you import from DRT you do NOT see a checkbox for lines 94e and 94f to indicate whether the amount was a rollover? No wonder we missed it then.

The advantage when you enter the data manually, is that you can enter 0 in line 94f, pursuant to the instructions:
IRS Form 1040 – Use Lines: 16a minus 16b, and subtract rollover amounts from the total.