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Foxy-Lady
Level 4
March 6, 2023
Solved

FORM 5498 2022 IRA CONTRIBUTION

  • March 6, 2023
  • 1 reply
  • 25 views

Client received a 1099R - code 7.   Received Form 5498 showing that the 1099R was a Rollover contribution.   The Client had taken the funds but returned them within the allotted time.  How do I show this on the tax return that the funds are non-taxable income.

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Best answer by Just-Lisa-Now-

Scroll down to Page 2 of the 1099R worksheet, you'll find your rollover options.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community ChampionAnswer
Intuit Community Champion
March 6, 2023

Scroll down to Page 2 of the 1099R worksheet, you'll find your rollover options.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    F
    Foxy-LadyAuthor
    Level 4
    March 6, 2023

    THANK YOU!!!!!!

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