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Retirement tax questions
As sdavgord24 said, this needs to be permitted in 2020 TurboTax due to IRS Notice 2020-51 permitting non-spouse beneficiaries to have rolled back to the distributing account by August 31, 2020 amounts that would have been RMDs were it not for the CARES Act waiving RMDs for 2020. In any other year the "not a bug" response would have been correct, but not 2020.
‎February 4, 2021
3:06 PM