cpaathome
Level 1

I'm still confused by this answer.  I'm in the same situation with a taxpayer who took her RMD early in the year and then wrote a check to return it in July.  So it's a qualified rollover, but she has a 1099 R showing it's taxable.  She also has a 5498 showing the rollover.  So it's correct to input this in Lacerte with a code of G??  Or is there another way to back it out somewhere else?

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