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.

Roll Over TTD 2020.JPG