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Get your taxes done using TurboTax
Correct, you need to mark the distribution as NOT being an RMD....then you will get the follow-up questions about the returning any of it to a retirement account and how much was rolled over.
Since RMDs aren't eligible for rollovers...that's why you don't get the rollover questions in going that route in the questions.
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People who have pensions that automatically send out monthly payments ..... those are still RMDs...so they can't rollover any of those $$.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
ā€ˇFebruary 5, 2021
5:55 AM