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.
Expert Reviewed
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
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