Lets start over from the beginning. You should delete the 1099R you are working on and re-add it. After you have logged in and are in your return in TurboTax Online:
- Go to Search at the top of the screen.
- then enter Form 1099-R in the search box.
- You will see a Jump To function that will take you to the 1099-R input screens.
- There delete the 1099R in question by clicking on the trash can next to the form
- Then add a new 1099R and manually enter your 1099R.
At the financial services screens, click "Change how I enter my form" then "Type it myself"
Please follow these steps to enter your 1099-R and RMD rollover:
- Enter your 1099-R as received.
- Continue until "How much was a RMD?" and select "none"
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
RMDs were waived for 2020. You must indicate to TurboTax that none of the distribution was RMD. If you already enter the 1099-R as RMD and changing your answer to the RMD question doesn't work then you have to delete and re-enter the 1099-R form.
You can verify your entry by looking at your Form 1040 line 4 or 5:
- Click on "Tax Tools" in the left menu
- Click "Tools"
- Click "View Tax Summary" in the Tool Center window
- Click on "Preview my 1040" on the left
- Click "Back" when finished
