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Retirement tax questions
Telling TurboTax that the distribution was not an RMD is not a workaround, it's the correct answer to the RMD question and is the answer required to be able to properly report this rollover. Enter the Form 1099-R as received, indicate that none of the distribution was RMD, indicate that you moved the money to another retirement account or back to the same account, then indicate the amount that was rolled over.
‎January 25, 2021
5:02 PM