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cjscpa
cjscpa
Level 3
February 10, 2021

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

  • February 10, 2021
  • 1 reply
  • 3 views

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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    1 reply

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    February 10, 2021

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

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      cjscpa
      cjscpaAuthor
      Level 3
      February 10, 2021

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

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