No, you will just need to report the portion was rolled back into your Roth IRA account when entering your 1099-R
Because you received a 1099-R, the IRS will also have received a copy of this 1099-R. You will need to report all of the 1099-R distribution on your tax return even if some rolled back into your Roth account.
If you get a 1099-R that includes both a rollover (or money put back into the same account) and a partial distribution, just make sure that when you are reporting this information into TurboTax that for the question "What Did You Do With The Money From (your retirement fund)?", answer "I moved the money to another retirement account (or returned it to the same retirement account)" (see screenshot) but that you did a combination of rollover and distribution. Enter the amount of the rollover here.
To enter your 1099- R in TurboTax Online or Desktop (you may need to upgrade to report these distributions), please follow these steps:
Please note that all distributions will be reported on your tax return (whether or not they are taxable) on Form 1040 on line 15(a) (or 16(a) but only the taxable portion will show on your return as taxable on line 15(b) (or 16(b)).
To preview 1040:
No, you will just need to report the portion was rolled back into your Roth IRA account when entering your 1099-R
Because you received a 1099-R, the IRS will also have received a copy of this 1099-R. You will need to report all of the 1099-R distribution on your tax return even if some rolled back into your Roth account.
If you get a 1099-R that includes both a rollover (or money put back into the same account) and a partial distribution, just make sure that when you are reporting this information into TurboTax that for the question "What Did You Do With The Money From (your retirement fund)?", answer "I moved the money to another retirement account (or returned it to the same retirement account)" (see screenshot) but that you did a combination of rollover and distribution. Enter the amount of the rollover here.
To enter your 1099- R in TurboTax Online or Desktop (you may need to upgrade to report these distributions), please follow these steps:
Please note that all distributions will be reported on your tax return (whether or not they are taxable) on Form 1040 on line 15(a) (or 16(a) but only the taxable portion will show on your return as taxable on line 15(b) (or 16(b)).
To preview 1040: