SamS1
Expert Alumni

Retirement tax questions

In TurboTax Desktop, go to Forms Mode by clicking on the Forms link in the upper right hand corner of the screen.  Then click on the 1099R form you are working on in the left margin.  As you scroll down the 1099R, you will see the RMD questions and rollover questions.  Keep scrolling down the screen and you will see the rollover questions.  When completed, click on Step by Step in the upper right hand corner to get back to the interview forms.

 

The Care Act excluded required minimum distributions form needing to be taken in 2020.  You had an option to roll an RMD distribution back into your IRA.