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I received an over payment of my RMD and then returned it. How do I show that repayment as the 1099-R reflects the total pay out?

 
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MaryK4
Employee Tax Expert

I received an over payment of my RMD and then returned it. How do I show that repayment as the 1099-R reflects the total pay out?

You can indicate the amount as a rollover.  After you enter the 1099-R, you will see the follow-up question in TurboTax. (See below.)

 

 

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