JimJim - I am the one who originally posted the question. I remember also running into this same problem a few years ago and could not remember how I resolved it. Bottom line is it all relates to how you answer the question about RMD. That's the key. You need to tell the software how much of the total distribution was RMD and if there is excess it will ask what the appropriate questions concerning rollover. So for example if you had a total distribution of $20,000 and $15K was indirect rollover, then show RMD as $5000. The software is not so much interested in tracking the accuracy of your RMD amounts, but uses this interview process to determine if additional money may have been rolled over.
