deryckkrystel
Level 1

CLIENT USED MONEY AS DOWNPAYMENT ON NEW HOME BUT PAID MONEY BACK IN 60 DAYS.  RECEIVED 1099 WITH CODE1.  HOW DO I SHOW MONEY WAS PAID BACK

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Just-Lisa-Now-
Level 15
Level 15

Scroll down the 1099R worksheet to the Rollover section.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
The-Tax-Lady
Level 9

Make sure the entire distribution, including any taxes withheld, was the total amount repaid.

When you say "Non Taxable Rollover", is the original distribution from a ROTH or is it what you are calling the final result you are working to get on the tax return? 

Does the client have proof of the rollover deposit?