@brandtjm wrote:
When I either enter the 1099-R by hand or download it from TDAmeritrade I never find a screen asking me "When you get to the screen titled "What Did You Do With The Money from (Name of Broker)?" Indicate that you moved the money to another retirement account (or returned it to the same retirement account)." I'm using Turbotax deluxe. I still don't know where to tell Turbotax that I rolled the money back (5498) into my retirement account.
Did you answer yes to the RMD question? There was no 2020 RMD so the question must be answered RMD not required to get the next screen.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
