@keithsharp wrote:
The law changed allowing me to forgo RMD, redepositing the entire amount.
Accordingly, I CHECKED BOX B1 ON THE TT 1099R FORM.
TurboTax did not respond.
How to proceed to get this erroneous entry off the face of my 1040 return?
Delete the 1099-R you entered and re-enter.
Answer the RMD question that "None of this distribution was a RMD" or"RMD not required" depending on the TurboTax version - because it was NOT a RMD, there were no 2020 RMD's.
Then you will get the screen to say it was "moved" and all rolled over.
That will put the 1099-R box 1 amount on the 1040 form line 4a with the word ROLLOVER next to it.
**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.**
