dmertz
Level 15

Retirement tax questions

There is nothing wrong with your Form 1099-R.  There is no reason to expect Fidelity to change it.  The same situation involving waived RMDs  occurred in 2009, so the experience in dealing with them already exists.  Unfortunately, TurboTax developers did not draw on that experience and instead provided misleading instructions on the page that asks if the distribution was an RMD.

 

Delete the 1099-R from TurboTax and reenter it.  Be sure to indicate that the distribution was not an RMD.  Then indicate that the distribution was moved to another retirement account or returned it to the same account and indicate that amount that was rolled over.