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!
Best Answer Click here
Scroll down the 1099R worksheet, you should find a section on Rollovers
Perfect. TY! Trying to avoid a tax notice. Want to make sure I got it right. 🙂
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