I am just off the phone with the IRS's retirement questions help line. The representative on the call said that her prior two phones immediately before mine were TurboTax users having the same problem I describe above, and that she's received numerous calls over the past week from TurboTax users about this issue. TurboTax's software is NOT allowing some RMDs to be entered as Qualified Rollovers, even though they are.
I don't know whether TT employees monitor this forum, or if there's a way to communicate TT's problem back to the company, but I, for one, might use this experience to use the free IRS e-filing system (which some sons say works just fine) than TT in the future. If I can't trust TT's software, then why pay for it?
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