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Level 4
April 10, 2024
Solved

IRA 60 day rollover

Client withdrew $105,000 from a traditional IRA in December, 2023.  The $105,000 was put back into the IRA in January 2024, within the 60 day rollover deadline.  I am having trouble finding where to make the entry in order to eliminate the amount from the form 1040.

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Level 6
April 10, 2024

Look at B1 of the 1099-R worksheet

1 reply

Level 6
April 10, 2024

Look at B1 of the 1099-R worksheet