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Get your taxes done using TurboTax
I have a similar situation except besides taking my RMD and reversing it, I also withdrew an additional amount and rolled it over into a ROTH. On my 1099R, the Gross distribution (Box 1) and the Taxable amount (Box 2a) include the amount that I reversed. I called the broker and they said they would NOT revise the 1099R and that the amount that was reversed is shown on my 5498 as a Rollover contribution. TurboTax says you don't need to enter your form 5498 information and do not include this form.
‎January 29, 2021
4:26 PM