- Delete the 1099-R form.
- Reenter the Form 1099-R exactly as received which should have $19,950 in boxes 1 and 2a, box 2b Taxable amount not determined marked, code 7 in box 7 and the IRA/SEP/SIMPLE box marked.
- Indicate that none of the distribution was RMD.
- Indicate that you moved the money to another retirement account or returned it to the same account.
- Indicate that you did a combination of rolling over, converting or cashing out.
- Indicate that you rolled over $16,800.
- Finally, when asked, indicate that $3,150 was transferred directly to the charity.
