dmertz
Level 15

Retirement tax questions

The form 1099-R provided by the credit union is correct.

 

Delete and reenter this Form 1099-R exactly as received.  Do not modify the amount in box 2a or the code in box 7.  When asked, indicate that none of the distribution was RMD, indicate that you moved the money to anther retirement account or returned it to the same account, then indicate the amount that was rolled over.