Retirement tax questions


@MrMike53 wrote:
  1.  

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


Irene ignored that this was a RMD and did not say to answer "NONE of this distribution was a RMD" because it was not.    The *only* reason for the RMD question at all is to prevent rolling over any part of a RMD which is not allowed, therefor to be able to roll back what was "thought" to be a RMD, but was actually not after the law was changed, the question MUST be answered that it was not a RMD to allow the rollover.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**