Thanks for the reply. I do need to correct something I said. Her brothers retirement account was a 401k not an IRA. Not sure if that makes any difference.
The 1099-R for the initial distribution does have Code 4 and G in Box 7 and TurboTax did seam to guide me through the rollover documentation as you said.
My concern is more about any 2019 RMD from my wife's new IRA that we setup to receive the rollover in June 2019.
We did not take this 2019 RMD until March 2020. How do I document and justify this within TurboTax ?
