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New Member
posted Apr 15, 2025 11:13:20 AM

Took IRA distribution In November 2024 and returned it in January 2025. How do I show this as a roll over in TurboTax?

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1 Replies
Level 15
Apr 15, 2025 11:19:18 AM

After you enter the 1099-R, just keep clicking "next" to continue the interview, don't stop or skip around.  There will be a question "What did you do with the money" and rollover will be one of the choices.