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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.