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Roth Distribution Repaid

tsedtal
Level 1

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

Screen 13 . Look in the Section down to the left for Rollovers > click that > put rollover in the 2nd box


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