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How to report 1035 exchange on 1099R? - How to report 1035 exchange on 1099R?

🔍 How to report 1035 exchange on 1099-R?

This guide shows you how to report a 1035 exchange on a 1099-R by selecting the correct code in Box 7.

⚠️ Before You Begin

Have your 1099-R form available so you can enter the correct code in Box 7.

📊 Step-by-Step Guide

Step 1: Select the correct code in Box 7

Select code 6 in Box 7 of 1099-R.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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