topic I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all? in Retirement tax questions

I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all?

ecpd11 — Mon, 23 Feb 2026 12:54:18 GMT

Re: I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all?

VolvoGirl — Thu, 09 Feb 2023 23:28:36 GMT

Did you get a 1099R?

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.

If you are filing a Joint return be sure to pick which person it is for.

After you enter the 1099R it will ask what you did with the money. Say you rolled it over to another account even if you put it back into the same account.

Re: I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all?

rchopping — Fri, 23 Jan 2026 04:40:26 GMT

For tax year 2025, the tax program does not give me an opportunity to say I rolled over a distribution within 60 days. How do I then do this?

Re: I did a 60 day rollover (took money out of an IRA and put it back in within 60 days) - where do I report this or do I need to report it at all?

VolvoGirl — Fri, 23 Jan 2026 04:58:11 GMT

What code is in box 7? Did they take any tax withholding out of it? I get this screen. Pick the first one even if you put it back into the same account. Oh, did you check the little IRA box between boxes 7&8? Delete the 1099R and enter it again manually. That may clear something out.