tho5
Returning Member

Retirement tax questions

I reversed my RMD after the CARES Act was passed also.  TT tried to edit their instructions re: this but didn't succeed.  

They did add parenthetical text to address the 2020 situation: 

What did you do with the money?

__Moved the money to another retirement account (or returned it to the same account)

But then,

Choose which of the following applies:

__rolled over all of the money OR

__rolled over a partial amount of the money.

 

The problem is that TT defines "rollover" as "moving the money to a different retirement account."  In my case, I moved it to the same account, but the software would not let me ignore the "Choose which " question since it doesn't address my situation.

 

As a guy who spent much of his career parsing contract language, I am not comfortable with checking "rolled over all of the money", but am just going to chalk it up to sloppy editing on TT's part and forget about it.

 

Just sayin'