JRJ9
Level 3

Retirement tax questions

Solved:

Turbo Tax 2020 has this now covered.  Here is what I did in case someone else has the same question.

 

Gross IRA distribution from 1099-R goes in Wages & Income section.

Was this withdrawal an RMD for 2020  >   No

Yes – Moved the money to another retirement account (or returned it to the same retirement account).

Yes – Did a combination of rolling over, converting, or cashing the money.

Amount rolled over to another (or back to the same) retirement account – Enter redeposit amount.

 

When you finish your return, the net amount will appear on line 4b with notation Rollover.