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March 6, 2025
Question

if I received a 1099 for an IRA distribution and rolled back part of that distribution to not receive penalty, where do I file a roll back of IRA distribution?

  • March 6, 2025
  • 1 reply
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How do I file a roll back an IRA distribution?

1 reply

DoninGA
Employee
March 6, 2025

After you have completed entry of the Form 1099-R, there will be a series of screens asking various questions.  One of the screens will ask if you rolled over the distribution to another tax deferred account.