Retirement tax questions

That is correct - you do NOT include the RMD.  If you say that it was a RMD then it cannot be rolled over.

 

The software works fine.    Delete the 1099-R and re-enter it.  When you get the RMD question you must check the box that says "None of this distribution was a RMD", then on the next screen say you moved the money and choose that all of it was rolled over. 

**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.**