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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'