- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
TurboTax only asks how much was RMD to determine how much was eligible for rollover. If you did not roll over any of this distribution, how you answer this question doesn't matter at all; the answer you give is irrelevant to preparing your tax return. A non-spouse beneficiary is not permitted to roll over any distribution.
‎February 10, 2021
3:34 PM