I do appreciate your efforts, however you keep making this more complicated than it is. This is NOT about a RMD That was done at a prior date and I have a separate 1099R for the RMD transaction.
I had the total amount of an IRA sent directly to me. So, the entity thinks that I took it and kept it.
On the1099R the box 2A is marked with the gross distribution amount as taxable. (shows the taxable amt not determined)
The distribution code is 7 and IRA/SEP box is checked.
I rolled the entire check into another IRA acct the day after I received the check. The #7 in Turbotax (I believe) makes the entire amt as taxable, which if rolled over is not the case.
I checked #7 in the 1st box (to match the code on the 1099R) , then in the 2nd drop box I selected (G) indicating a rollover.
As I see it, (from reading the posts) because this was NOT a partial RMD , the question of what did I do with it is NOT asked.
The entire rollover amount is being shown as income, which if rolled over is NOT the case.
