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February 13, 2025
Question

I received an over payment of my RMD and then returned it. How do I show that repayment as the 1099-R reflects the total pay out?

  • February 13, 2025
  • 1 reply
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    1 reply

    February 13, 2025

    You can indicate the amount as a rollover.  After you enter the 1099-R, you will see the follow-up question in TurboTax. (See below.)