Internal Revenue Service. "About Schedule J (Form 1040), Income Averaging for Farmers and Fisherman." Internal Revenue Service. "About Schedule R (Form 1040), Credit for the Elderly or the Disabled." ...

Rollovers are generally not reflected on the 1099-R because custodians know only about the distributions. They're generally not aware of a future rollover. When filling out your Form 1040 or Form ...