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Retirement tax questions
Yes you can e-file with a rollover. This is handled the same as any other rollover. TurboTax has no way of knowing if this is a returned RMD or not. That is not a question in TurboTax. As I said, just do not indicate that it was a RMD. RMD's are not allowed to be rolled over but there were no RMD's in 2020 so it was not a RMD.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎January 21, 2021
7:44 AM