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

cjscpa · ‎02-10-2021

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!

cjscpa · ‎02-10-2021

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

View solution in original post

Just-Lisa-Now- · ‎02-10-2021

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

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

cjscpa · ‎02-10-2021

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

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

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