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Retirement tax questions
Because the CARES Act waived RMDs for 2020, the distribution was not an RMD even if it was originally intended to be an RMD. Delete the 1099-R from TurboTax, reenter it exactly as shown on the Form 1099-R provided by the payer, then answer the follow-up questions to indicate that none of the distribution was RMD, then indicate that you rolled the money over.
‎January 23, 2021
6:06 AM