Retirement tax questions

You will encounter a screen in the 1099-R interview portion that asks what you did with the money. You can indicate that you rolled it over. You must have done it within 60 days.

The CARES Act waived 2020 required minimum distributions out of retirement accounts. Some who took those RMDs were able to roll them back into their IRA or 401(k) under the 60-day rollover rule. The IRS will also allow beneficiaries of inherited IRAs to roll back this year's distribution into the account.