Please follow these steps to enter your 1099-R and RMD rollover in TurboTax Desktop:
- Open you return in TurboTax
- Click on the Search magnifying glass on the right top and type “1099-R” in the box
- Click on “Jump to 1099-R”
- Continue until "About this Retirement Account. / Was this withdrawal an RMD for 2020?" and select "No, none"
- Continue "What did you do with this money from this payer?" and select "I moved the money to another retirement account (or returned it to the same account" the select what applies to you.
- Continue answering the questions.
RMDs were waived for 2020 and you must indicate to TurboTax that none of the distribution was RMD. If you already enter the 1099-R as RMD and changing your answer to the RMD question doesn't work then you have to delete and renter the 1099-R form.
You can verify your entry by switching to Form mode (click on Forms at the top right). Look at your Form 1040 line 4 or 5.
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