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bobi
Level 3
March 11, 2023
Solved

Client has 1099R from Ira. He received 5000 distribution and then returned it. How do I report this?

  • March 11, 2023
  • 2 replies
  • 14 views
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Best answer by Just-Lisa-Now-

Returned it within 60days?   rollover options are on Page 2 of the 1099R worksheet.

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community ChampionAnswer
Intuit Community Champion
March 11, 2023

Returned it within 60days?   rollover options are on Page 2 of the 1099R worksheet.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    dkh
    dkh
    Level 15
    March 11, 2023

    I'd want documentation to backup their claim they repaid the distribution.

      qbteachmt
      qbteachmt
      Level 15
      March 11, 2023

      "I'd want documentation to backup their claim they repaid the distribution."

      Account statement and/or Form 5498. "Returned it" is never enough info.

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