DawnC
Expert Alumni

Retirement tax questions

Make sure you are all the way inside of your return as the search feature will not from the Tax Home page.   When you get to the 1099-R, do not say that the distribution was an RMD, otherwise, you won't get the rollover questions since RMDs are not allowed to be rolled over.    Say it was not an RMD and then you will be given the option to say you returned the money.  Since RMDs were waived for 2020, you should not indicate your payment was for an RMD, even though that is what the intent was.    @wrgreeley

 

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