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June 3, 2019
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I returned $3550.25 to Fidelity after they sent me $4550.25 as a yearly distribution. I did within the 60 days. I did this because I had previously had Fidelity send me $

  • June 3, 2019
  • 1 reply
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I just need the 4550.25 corrected to 1000.00 since I returned 3550.25
Best answer by Texas Roger

After entering the 1099-R for the distribution, TurboTax will ask several questions including what did you do with the money. You answer that you rolled over $3550.25 of it.

1 reply

Employee
June 3, 2019

After entering the 1099-R for the distribution, TurboTax will ask several questions including what did you do with the money. You answer that you rolled over $3550.25 of it.