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Retirement tax questions
Thanks for the reply. Problem corrected. Confusing part is Turbotax didn't say I should use "none" box if I took my RMD but then rolled it back to IRA because of CARES Act. It only tells what to do if you took RMD but didn't do a rollback to IRA. (Also Turbotax doesn't caution users about the rollback restriction that you had to do the rollback before Aug. 31.) (IRS Notice 2020–51 Guidance on Waiver of 2020 Required Minimum Distributions)
February 1, 2021
8:06 AM