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Get your taxes done using TurboTax
I tried the "work-around" of unchecking the "inherited" box as suggested, then stating I repaid it, but it is still saying that the inherited IRA RMD I took in January is fully taxable, even though I repaid the full amount in July under the Cares Act. Schwab states that they will be issuing a 5498 showing the rollover (which obviously matches the distribution) in mid May. Anyone have another work-around to try or any updated info on Turbotax fixing this bug?
‎April 12, 2021
11:31 AM