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dmck4711
New Member

How do I file 1099-R from my IRa ? I did a rollover back into my IRA.

How do I report 1099R from my IRA? I did a rollover contribution with the amount back into my IRA. ?
1 Best answer

Accepted Solutions
macuser_22
Level 15

How do I file 1099-R from my IRa ? I did a rollover back into my IRA.

Enter the 1099-R as below and if the RMD question  comes up check the box that "None of it was a RMD" and a RMD not required.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

3 Replies
macuser_22
Level 15

How do I file 1099-R from my IRa ? I did a rollover back into my IRA.

Enter the 1099-R as below and if the RMD question  comes up check the box that "None of it was a RMD" and a RMD not required.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

Bsch4477
Level 15

How do I file 1099-R from my IRa ? I did a rollover back into my IRA.

If you started to complete your 1099-R delete the form and start all over. Then answer NO when asked if it is a RMD. Then you can enter the amount you rolled over. 

dmck4711
New Member

How do I file 1099-R from my IRa ? I did a rollover back into my IRA.

Thank you so much. 

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