dmertz
Level 15

Retirement tax questions

To fully erase the previous answer you made to the RMD question you must delete the Form 1099-R, then reenter it and indicate that none of it was RMD.  Simple editing the Form 1099-R and changing your answer is not sufficient.

 

And VolvoGirl is correct.  Nothing about this distribution and rollover is to be entered anywhere under Deductions & Credits.