Retirement tax questions

macuser_22 · ‎January 21, 2021

@JLP1976 wrote:

Thanks for the prompt reply, DawnC. I don't know how to do what you outlined. When I indicate that the I inherited the ira, the software does not provide any means to indicate a rollover. Am I missing something?

The screen after the RMD screen should look like this.

**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.**