cpaathome
Level 1
02-15-2021
11:09 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?