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Retirement tax questions
Report the taxable amount in 2a as it is on your 1099-R. Tell the program that the distribution was NOT a RMD. Tell it that all was returned or rolling over. Say that you were not required to have a RMD in 2020. The amount on 2a should be unchanged but if you look at your 1040 line 4b should be zero.
‎January 11, 2021
4:11 PM