We took out some money from my husband's Roth IRA last October. We refund (put back the money) the same account in December. We received a 1099-R from Charles Schwab for this distribution. We contacted Charles Schwab and was told that they have to issue the 1099-R even though we put back the money into the account.
I would appreciate help with how I should file this information in our tax return.
Thank you.
Anna
