topic I got a periodic distribution from my IRA, but I sent back some of it. How can I indicate a rolloverback to the same IRA. in Retirement tax questions

I got a periodic distribution from my IRA, but I sent back some of it. How can I indicate a rolloverback to the same IRA.

wrcarlsn — Mon, 09 Mar 2026 05:39:10 GMT

Vanguard make a mistake in sending me more than I asked for. So, they rolled the excess into my IRA. This left me with a gross amount greater than the taxable amount.

Re: I got a periodic distribution from my IRA, but I sent back some of it. How can I indicate a r...

DaveF1006 — Sat, 19 Feb 2022 00:12:08 GMT

According to ColeenD3 in her awesome Turbo Tax post, "If you took the money and then rolled it over yourself within 60 days, you will need to take some extra steps. If this was an IRA rollover or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved. For a partial rollover say you moved the money then enter the amount of rollover.

Re: I got a periodic distribution from my IRA, but I sent back some of it. How can I indicate a r...

wrcarlsn — Mon, 21 Feb 2022 15:36:52 GMT

The problem is that when I go to the 7-Normal Distribution and look for what to change on the drop down list, nothing says Moved the distribution to another IRA. And the answers that I try do not open up a choice of where i moved it.

Re: I got a periodic distribution from my IRA, but I sent back some of it. How can I indicate a r...

ErnieS0 — Mon, 21 Feb 2022 16:46:29 GMT

The choice is not on a dropdown list. After you enter your 1099-R info, there are more screens.

TurboTax will ask Did you rollover all of this $xx (Box 1) to another retirement account?

Say No, I rolled over less than $xx and enter the Actual amount rolled over that was put back into your account.

TurboTax will take you back to the 1099-R summary screen. You're all done with that part.