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Get your taxes done using TurboTax
oh okay I figured out how to open the form.
So my situation was I got a distribution of $6600, and I paid back $2500 within 60 days. (well technically I paid back more than that, but since I took the $6600 distribution out in several chunks apparently I can only "pay back" the first one, GRRR).
I wish I could post a screenshot.
I'm on the 1099-R form, I'm on line B2, "if only part was rolled over, enter the amount of the partial rollover." so I can change the info here, I changed to $2500. Then doing that changes line B4, that says "amount of THIS distribution that may be rolled or converted to a Roth IRA" and it now says $4100. But I guess I don't understand why this is filling in, because I did NOT roll over that amount.
‎October 17, 2019
9:48 PM