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Retirement tax questions
I am not in front of my computer but you must first enter your 1099-R. It should have boxes 1, 2a and 7 filled in. If you paid taxes they should also be filled in. I also assume box 7 is listed as “7” for normal distribution.
I (actual my parents) paid their RMD back including all taxes last year. As You go through the income section of Turbo Tax you come to withdrawals from your IRA. You go through this section just as if you took the RMD. At one point it asks: Did you take an RMD ... at this point you answer NO !
it is counter intuitive as there are other questions that ask about the cares act. But when I did this - it finally handled it correctly and listed the money I put back as a Roll Over.
Let me know if you are still having an issue and I will re-answer with my computer opened and list every step and answer.
Hope this helps.