bobscheifele
Returning Member

Retirement tax questions

I followed your advice, and similar suggestions from others to the letter and it does not work.  The amount reported on the 1099R continues to remain in 4b.

I deleted the 1099R and started over again following the directions.  My RMD for 2020 continues to show up on line 9 (total income) in spite of several attempts.

On my latest attempt line 4a remains blank, but 4b has the amount originally distributed and rolled over.

One suggestion in a newspaper article was to complete 4b with the 1099R amount, leave 4b blank and write in "Rollover".  This is what you say Turbo Tax will do, but has not done so on my return.

Any suggestions?

Thanks