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Where to enter a Partial Roth Rollover
I have a client who withdrew $15,000 from his Roth IRA. He redeposited $10,000 within the 60 days. Where do I enter the $10,000 to show the rollover? Do I enter the $10,000 on the 1099R worksheet part 2?
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If you have Roth IRA box checked on Line 7, it should fill in B4 with $15,000 then enter the $10,000 on B2. Your 1040 should then have correct amounts on 4c and 4d.
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