TSW
Level 3
02-10-2023
12:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Client recieved 1099-R for 41,000, (IRA distribution 8/12/22). Client then returned $18,000 to the same account becuase the fund were not needed on 08/22/22. The 1099-R shows distribution of $41,000. How do I make adjustement for the correct amount to account for the funds that were returned to the IRA account?
Labels