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How to Report an IRA Distribution That Was Refunded Within 60 Days after year end

Level 2

Hi,

Received 1099-R showing taxable = gross. Returned the distribution after year end and after the 1099-R was generated. How do we report it on the tax return? I don't want a notice due to matching issue, so want to get it right...

Thanks!

 

 

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Level 2

Perfect. TY! Trying to avoid a tax notice. Want to make sure I got it right. 🙂

View solution in original post

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2 Replies 2
Level 15
Level 15

Scroll down the 1099R worksheet, you should find a section on Rollovers


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2

Perfect. TY! Trying to avoid a tax notice. Want to make sure I got it right. 🙂

View solution in original post

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