dmertz
Level 15

Retirement tax questions

Forms 1099-R do not identify distributions as being RMDs, they simply report distributions.  It's not an RMD since the law (the changes to the tax code made by the CARES Act) says that it's not an RMD.  You'll simply enter it in TurboTax as a rollover of a distribution that is not an RMD.

 

(The 'R' in 'RMD' is for the word 'Required.'  Since the CARES Act removed the requirement for 2020, the distribution was not required and therefore is not an RMD.)