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Get your taxes done using TurboTax
@kivro wrote:
I also made sure to follow the TT instructions and click the "none of this was an RMD" on purpose to trigger the line 18 full amount rolled over on Form 8915-E and it still is not populating
The 8915-E form is NOT used for a RMD rollover. You simply say it was not a RMD and then say it was rolled over. A TMD rollover is NOT a COVID related distribution (CRD). The rollover is reported on the 1040 Line 4b with the word "ROLLOVER" next to it.
**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.**
March 3, 2021
11:42 AM