Client has 1099R from Ira. He received 5000 distribution and then returned it. How do I report this?

[Just-Lisa-Now- · Accepted solution]

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

[dkh]

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

[qbteachmt]

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

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

[bobi]

Thank you so much for your helpful answer and advice