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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.**
‎February 9, 2021
9:31 AM