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myersmanorg
Returning Member

If I rolled part of 2018 IRA distribution back into the same IRA in 2019, WITHIN 60 days of the distribution, should I show 1099-R box 2a as REDUCED by the rollover?

 
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3 Replies

If I rolled part of 2018 IRA distribution back into the same IRA in 2019, WITHIN 60 days of the distribution, should I show 1099-R box 2a as REDUCED by the rollover?

answer the question from Turbotax about the amount, if any, rolled back in.

If I rolled part of 2018 IRA distribution back into the same IRA in 2019, WITHIN 60 days of the distribution, should I show 1099-R box 2a as REDUCED by the rollover?

No. Do not change Box 2a. The IRS gets a copy of the 1099-R, and will just change it back

If I rolled part of 2018 IRA distribution back into the same IRA in 2019, WITHIN 60 days of the distribution, should I show 1099-R box 2a as REDUCED by the rollover?

Right, you want the word "Rollover" to appear on 1040 Line, 4.

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