You can correct this by going through the interview.
- Select the 1099-R that you posted
- Confirm that is posted as on the 1099-R Including
- 7 in Box 7
- IRA box checked
- Do you have info in Box 2a or Box 2b? - No
- Do any of these situations apply to you? - None of these apply
- How much of the $5,000.00 was an RMD? - None of this withdrawal was an RMD
- Did you rollover all of this $5,000.00 (Box 1) to another retirement account?
- Yes, I rolled over $5,000.00 to another traditional IRA or retirement account (or returned it to the same account).
- Good news! You don’t owe taxes on your rollover
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