Retirement tax questions


@JLP1976 wrote:

I am using the online version, and my screen does not look like this.  The top part is similar.  My choices are This entire distribution was a RMD, Only part of this distribution was a RMD, None of tis withdrawal was a RMD.  There is no parenthetical (This is not common.).  I don't see the lower section at all.  When I hit continue, I am taken back to the main screen.


I just tested this in the online version and you are correct - the online version does not offer that screen.  I can only suggest contacting customer support, but do  not be surprised if they have no idea.

 

I don't know what the solution is.

 

BTW: the rollover can ONLY be back to the same IRA that the money came from since you are just undoing the RMD distribution.

 

@DawnC - perhaps you can pass this on or offer a solution for online users.

**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.**