Retirement tax questions

MarilynG1 · ‎March 3, 2021

@KAZMERSKI In the follow-up questions after entering your 1099-R, you are asked if you 'rolled over' any part of the distribution. Choose NO here so your repayment will not be considered a contribution.

Continue and you will be asked on another screen if you 'repaid' any part of your distribution (screenshot).

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