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Roth Distribution Repaid
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tsedtal
Level 1
07-07-2020
06:15 PM
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I have a taxpayer that received a 1099R for a roth distribution that was properly repaid, but is reflected as a rollover contribution on the 5498. What is the best way to reflect this transaction in Lacerte?
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1 Comment 1
George4Tacks
Level 15
07-07-2020
06:23 PM
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Screen 13 . Look in the Section down to the left for Rollovers > click that > put rollover in the 2nd box
Answers are easy. Questions are hard!
