DawnC
Expert Alumni

Retirement tax questions

Did you delete the 1099-R and re-enter it?  And one other thing, is the RMD you returned from an inherited IRA, code 4 in Box 7?    If so, when you are asked if it is an inherited IRA, do not check the box as this will prevent the roll-over options from showing up.     But again, delete it first.   Going back and unchecking the box won't work to get the roll-over questions.  

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