qbteachmt
Level 15
04-08-2022
12:35 PM
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By using the 1099-R worksheet, and filling in the info that there is a Partial Rollover. The issuer of the 1099-R doesn't Net the amount; they issue what they know happened = took the distribution. The preparer follows up with what else happened = Rolled over. It's not "returned" in the tax preparation.
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Don't yell at us; we're volunteers