Where to enter a Partial Roth Rollover

[Sanichi 1]

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?

[dkh]

Lines B and C page 2 of 1099-R worksheet

[Sanichi 1]

Thank you so much for responding to my question. Am I correct that lines B1-B3 are for traditional IRAs. The instructions tell you to use lines B5 or B6 for an Roth IRA. I can't seem figure this out. 

[Sanichi 1]

There is no line C.

[dkh · Accepted solution]

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.    

[dkh]

LOL --- go figure the form instructions say Line C but yet there isn't any

[Sanichi 1]

Thank You! It worked!