Thank you for the reply but the answer doesn't solve my problem.
I entered the 1099 exactly as received and made no modifications to it. It includes the amount distributed that was subsequently put back in the IRA and the brokerage transaction was described as a rollover contribution.
I made QCDs and these were handled by Step by Step and my 1040 shows a lower taxable amount marked QCD reflecting the sum of the QCD amounts.
What I don't know how to do is adjust my taxable income down for the rollover amount That amount is included in the total of the RMDs which is the sum of the distribution amounts on the 1099R forms. I could not find a place to make an entry other than on the 1099R Summary but making the entry requires using an override for line 1a on Form 1099-R Summary. Doing so seems to result in the tax calculation being appropriate modified but I cannot find where the amount is used.
The bottom line is that if using the override isn't correct, where do I enter the amount by which which my taxable income needs to be reduced. BTW, the brokerage firm says they ulitmately will send me some kind of report about the rollover amount but since I don't need the form to file my taxes, I won't get it until May.
