JRJ9
Level 3

Retirement tax questions

In Forms > 1040/1040SR Wks - Go down to line 4b, click on the “Explain” box.  This will open an Explanation Statement where you can explain what you did.  I do not believe this would be part of the online filing but it would give you the documentation you need should you be audited.  My explanation was:  I took a RMD for $XX,XXX on (date).  The CARES Act waived RMD’s for 2020.  IRS Notice 2020-51.  On (date), $XX,XXX was redeposited to the original IRA.  The net result was a distribution for $XX,XXX.