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Get your taxes done using TurboTax
This question being posed by TurboTax has nothing to do with ensuring that any distribution requirement was met. What TurboTax is really asking in a roundabout way is how much of the distribution is ineligible for rollover. Pension distributions made periodically are generally not eligible for rollover, so are considered in this context to be entirely RMDs. Because the only reason that TurboTax asks the question is to determine how much is eligible for rollover, if you didn't roll any of the distribution over, it doesn't matter what answer you give.
‎February 16, 2023
5:12 PM