NDom27
Level 2
02-13-2021
01:02 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The entire amount was returned to the Brokerage.
So now I need to reflect the 1099-R showing the distribution, and the tax so that was withheld so that the client is refunded the withholding. I have tried to use the rollover option, showing the amount in Partial, and as a complete rollover, but my IRA amount still shows as taxable on the 1040.