Paid back partial IRA withdrawal....

[AZ-Tax]

Is this where the TP is suppose to recieve a 5498 but the dealine to mail those is May 31st?

TP paid back 90% of withdrawal within 60 days and I did one of these a couple years ago but wouldn't you know I dont remember which client.

Any help appreciated on where I enter the returned amt, etc..

[BOB W]

What I do when a distribution is partially taken and partially rolled over is create 2 1099Rs. One for the distribution coded 1 and one for the rollover and code it G.

My program will not allow a mixed coding on a single 1099R.

[Jesse]

AZ-Tax, I think you use Proseries? If so, on your 1099R worksheet you can enter the partial rollover so it will flow to the 1040 or 1040A.

Just below Box 15-1

>Rollovers - (there is a box to check if the entire distribution rolled over) OR amount of partial rollover____________________(enter amount)

[AZ-Tax]

Thanks Jesse, every thought about...

working for ProSeries tech support? : )

[Jesse]

You're welcome

No, I'm perfectly content learning from the people of this board and helping when I can.