Received my 1099-R and it doesn't reflect a redepositing within 60 days of $2000--a portioin of that December's amount. Schwab indicated that they mail out 5498 forms after April but that I could have my tax person complete and file that earlier.
I looking at a few prior years TT advice it seems that maybe there is a way within Turbo Tax to work the screen entries.
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Yes. You can revisit the 1099-R section. After entering the information from your 1099-R, you will come to a screen with the heading "Tell us if you moved the money through a rollover or conversion"
Thank you it worked.
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