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Deductions & credits
@BarryK123 wrote:
I am using the PC version of TT and I don't get that screen asking about a rollover. No matter how I enter it, as RMD or not as RMD, when I got to Forms, it still shows as taxable income on the 1040 line 4b.
What am I missing?
The only way you would not see the following screen in the desktop editions is if you indicated this was from a Non-Qualified Plan if this is a pension or annuity.
If from an IRA you would have to indicate that this distribution was transferred to a qualified charity.
‎January 14, 2021
8:41 AM