SamS1
Expert Alumni

Retirement tax questions

If you are using Desktop, you need to go to Forms mode.  Click on Forms in the upper left hand corner of the screen. In the left hand column, click on the 1099R you're working and it will open.  Scroll down the 1099R and you will see the options for QCD and RMD.  There you can indicate if you rolled the RMD back into your IRA.

 

The pandemic has affected your taxes in many ways. Including reporting in TurboTax the amount of stimulus money you received. Click Here for more information on how the Pandemic affected your 2020  taxes.