Excess RMD returned to IRA 2023

[neldal]

My broker took out a double RMD from my IRA and then returned the excess in 2023 within 30 days.  However my 1099-R has the full amount and all the taxes on that amount.  I have no other 1099 to show that the money was returned to the IRA.  What do I do?  The solutions from 2019 do not work in 2023.  

[MarilynG1]

When you enter your 1099-R in TurboTax, the follow-up questions will let you indicate that you returned a portion of the distribution back to the same IRA.

Here's more info on How to Enter a 1099-R.

@neldal 

[neldal]

I am not getting those follow up questions.  Just did I use it for charity, an HSA etc.

[VolvoGirl · Accepted solution]

Keep going it might be in the next screen.

Pick I moved it to another retirement account even if you put it back into the same account.

Then choose - I did a combination of rolling over, converting or cashing out the money

[neldal]

I got it to work.  Thank you so very much