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Turbo Tax 2025 indirect rollover and RMD handling
I performed an indirect IRA rollover from Institution (Ins) A to Ins B. (Ins B could not/would not accommodate a direct rollover.) I deposited the check at Ins B within 2 weeks of receiving the Ins A check (within the 60 day window), minus the RMD, which I deposited to an Ins B savings account. As it was, Ins A sent me a 1099-R which reflected a total distribution and Ins B sent a 1099-R which showed a distribution of the RMD amount. The TurboTax interview has a field to fill in which reads, "RMD due by Dec. 31, 2025 ___________" for each 1099-R. I entered the amount of the required RMD on the entry for Ins A (since that was calculated based on the balance in that account as of Dec 31, 2024) and $0 on the entry for Ins B. Neither of these 1099-R interview sections asked the questions regarding distribution - full or partial, etc. Is there a way to reflect how the funds from Ins A were distributed in the event the IRS doesn't recognize that this was a rollover?