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Retirement tax questions
I resolved my problem. After filling in all the info from my received 1099R hit the continue button - you'll see quite a few presumably not applicable questions. On the third page you see the heading "How much was The $------ was a RMD? Select "None of this withdrawal was a RMD" Hit Continue and on the next page select yes I rolled over $-------- to another IRA account or the same account. Hit continue and vola - it says you don't owe any taxes on your rollover. I've not done this yet but you can verify by (1) clicking on "tools" in the left menu, (2) click "Tools", (3) click "View Tax Summary" in the tool center window and (4) click on "Preview my 1040" on the left. You can verify the above entry on your form 1040 line 4 or 5.
‎February 6, 2021
1:51 PM