@brf wrote:
I answered yes to RMD. I received a message at end of easy step that the distribution wasn't taxable but it showed up on line 5B on 1040
That is the problem. RMD's cannot be rolled over, however there was NO RMD at all for 2020 so for it to work right, you must check the box that "None of this distribution was a RMD" because it was not a RMD.
The wording on the screen is very unclear and mis-leading.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
