fnassief
New Member

Retirement tax questions

No answer this far has really addressed my problem. Fidelity tells me they did not reduce the 1099R withdrawal by the $500 I rolled back. So, my question remains: where in turbo tax’es software are the steps to: enter the $500 rollback? Again, this is not a 1099R action. And turbotax does not treat a 5498 as a vehicle where data can be entered. Signed: Totally frustrated and after 20+ years of using turbotax, may have to use the 1040 form and IRS instruction booklet to do my taxes in the future.