Get your taxes done using TurboTax

macuser_22 · ‎March 6, 2021

@kivro wrote:

It's still not working. I need the exact clickety click to enter in the questions so that the 1099R already reported to the IRS is zeroed out on the 8915-E line 18 because I repaid the distribution in time. Nothing I try is working. Line 18 on the 8915-E MUST equal the distribution repaid, and the IRA income on the 1040 MUST equal zero to make this work. Please respond with exact clickety click to enter in the questions so that the 1099R already reported to the IRS is zeroed out on the 8915-E line 18

Again, A RMD rollover does NOT go on a 8915-E form at all. You do not say that it was COVID related because there was not 2020 RMD so to was not actually a RMD at all.

A rollover is NOT a "repayment" that goes on 8915-E line 18.

Answer the RMD questing that it was NOT a RMD and then say it was all rolled over. The 8915-E form is not involved.

**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.**