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April 5, 2024
Question

How do I enter a traditional IRA withdrawal and repayment within 60 days in turbo-tax?

  • April 5, 2024
  • 1 reply
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1 reply

DawnC
Employee
April 5, 2024

You should have a 1099-R to be entered for the distribution.   After you enter the form, TurboTax will ask what you did with the money.   Once you indicate you rolled it over, TurboTax will calculate the correct tax automatically.    Where do I enter a 1099-R?

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