Retirement tax questions

I see that someone listed a set of steps below - but my experience is different.  I will list what I had to do.  I am using the Deluxe Version on a PC that I loaded off the disk.

 

The first three steps are the same:

  1. Click Federal Taxes > Wages & Income > I'll choose what I work on
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the Edit link next to the 1099-R you wish to review. 

But this is where things are very different:

  1. I get a screen that asks:
    Did <first name> Inherit the IRA from <Account Holder>
    Answer with a YES or NO:
    In my case the answer is NO
  2. Here is where the steps differ from below - as I get a screen that asks:
    About the Retirement Account
    <Account Holder>
    (long sentence about the RMD) and then
    Was this withdrawal an RMD for 2020?
    (sentence explaining about the cares act)
    Answer with a YES or NO:
    This is where I first answered YES and the program never gave my credit for my "Rollover back to my IRS" nor did it credit the Federal TAX I sent in.  When I answered NO and then went through all the other steps/questions I got full credit for my rollover and the tax I paid showed up as a REFUND
  3. Next question deals with: Transfer to Charity?  In my case it was a NO
  4. Next screen asks:
    What did You Do With the Money From <Account Holder>?
    In this case you want to indicate you rolled it over:
    <first name> moved the money to another retirement account (or returned it to the same retirement account)

    There is a second question about what you did with the money
    Choose which of these applies: 
    In my case I replied with ...
    <first name> rolled over all of this money
  5. You should then get an information screen telling you:
    You will not have to pay tax on your <states the amount of money> rollover from <Account Holder>
  6. There is one more screen that follows: Asking if you deposed the <federal tax amount> in addition to the <remainder of the distribution>  and you need to answer yes or no.
    In my case I returned all of it including the taxes.
  7. The program then cycles back to the page showing all your 1099-Rs.

Hope this helps and I am not sure why my experience was different from Irene2805 - but it worked