Tuckerd3800
Returning Member

After you file

I now see online the reason that they changed the amount.  They disallowed the amount of money that I reversed as an RMD in 2020.  Per Fidelity I should not be paying taxes on this amount but the IRS begs to differ.  They say I 'contributed' too much because of the reversal.  I tried the solution of deleting the 1099-R and manually re-entering it and made sure I said none of it was an RMD and it still wants to claim that the reversed amount that was 'contributed' in 2020 is too high and therefore ineligible for a cotnribution so it is taxed.  This reduced by refund by over $1000.  Solutions anyone???