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Retirement tax questions
What's your age? If you are not 72, temporarily change your age to 72 in My Info. If you have not deleted the 1099R, delete it then re-enter. Makes sure and enter "None" at the RMD screen. The next screen indicate it was rolled back into a retirement account. The Secure Act made major changes to the RMD rules. If you reach age 70 ½ in 2020 or later you must take your first RMD by April 1 of the year after you reach 72. Make sure and change you age back when completed.
February 22, 2021
4:52 PM