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Retirement tax questions
Delete the 1099-R and re-enter it. When the RMD question comes up answer "None of this distribution was a RMD" because is was not - there was no 2020 RMD at all. The you should get the next screen to do the rollover.
(The ONLY reason for the RMD question is to prevent rolling over any part of a RMD that is normally not allowed, but in 2020 it was not a RMD in the first place.)
**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.**
‎February 6, 2021
10:47 AM