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Deductions & credits
Thank you for your help.
I understand the logic of steps 1-6.
But I am lost in where exactly to indicate 3,4, and 5.
1. In 1099R, below boxes 1-19:
After three sections (Inherited IRA, Insurance, and Qualified Charitable Distbn)
in the fourth section called RMD and with 3lines, I see no place to indicate NO RMD and money move to another IRA account.
2. In Additional Distbn Info, further down:
The Tax-free Rollover Amount to another IRA account was equal to Gross Distbn less Withheld Tax,
I'm not sure whether to check B1 or
fill the rollover amount number into line B2.
March 12, 2021
5:44 PM