bobi
Level 2
 
0 Cheers
Just-Lisa-Now-
Level 15
Level 15

Returned it within 60days?   rollover options are on Page 2 of the 1099R worksheet.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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dkh
Level 15

I'd want documentation to backup their claim they repaid the distribution.

qbteachmt
Level 15

"I'd want documentation to backup their claim they repaid the distribution."

Account statement and/or Form 5498. "Returned it" is never enough info.

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bobi
Level 2

Thank you so much for your helpful answer and advice