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Deductions & credits
- Delete the 1099-R form from TurboTax
- Reenter the Form 1099-R manually exactly as received.
- Indicate that none of the distribution was RMD
- Indicate that you moved the money to another retirement account or returned it to the same account
- Indicate that amount rolled over.
- Observe that this amount is excluded from the taxable amount on From 1040 line 4b and the the word ROLLOVER appears next to the line.
March 12, 2021
6:15 AM