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Retirement tax questions
If anyone else is helped by this answer, you should know that getting Turbotax to credit the money you returned as a "rollover" is tricky. (At least for me; needed help there as well.)
In Turbotax, when you get the RMD question say that part of the distribution was a RMD and enter the actual
amount of the RMD, otherwise TurboTax will not allow a rollover if you say it was all a RMD. After that I understood the questions. Before that, I never got to the important screen.
May 23, 2020
7:41 PM
18,518 Views