DianeW777
Expert Alumni

Retirement tax questions

No. It should not be blank if your Form 1099-R is not blank.  If you did not put the money back into your retirement, then it will be taxable.

 

If you did put it back into your retirement plan then you must file using the following steps.

Answer the RMD question that "None of this distribution  was a RMD",  because is was not - there was no RMD.  Then you should get the screen that allows you to rollover (roll it back).

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