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Retirement tax questions
No need to ask for a new 1099R. Just indicate at the RMD page "No" you did not take all your RMD and you will be asked the Cares Act questions to determine how much of your distribution is taxable. When you report your withdrawal on form 1099-R tell the program that it was NOT an RMD. You will then be prompted to report that the amount was rolled over.
‎January 26, 2021
9:56 AM