I got an IRA distribution that I rolled over within 60 days but taxes were withheld on the distribution how do I report this

dkleist — Sat, 01 Jun 2019 15:10:13 GMT

I got a IRA distribution with taxes withheld that I rolled over within 60 days.

How do I report this to get the taxes back?

When you report the 1099R it will ask if you rolled the e...

MichaelL1 — Sat, 01 Jun 2019 15:10:15 GMT

When you report the 1099R it will ask if you rolled the entire amount over.

And if you did not pay in the amount that was withheld for the income taxes, then this amount will be taxable to you as only the net was rolled over.

You will enter the 1099R in TurboTax and it will show the box 4 amount of taxes withheld.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

topic I got an IRA distribution that I rolled over within 60 days but taxes were withheld on the distribution how do I report this in Retirement tax questions

I got an IRA distribution that I rolled over within 60 days but taxes were withheld on the distribution how do I report this

When you report the 1099R it will ask if you rolled the e...