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Retirement tax questions
I import all my 1099 forms from my brokerage accounts into Turbo Tax. I returned my RMD back to my IRA account and Fidelity sent me a Form 5498 Which Turbo tax doesn't use.
So in Turbo Tax I went to the 1099 R form that was imported and scrolled down to rollovers.... and box B1 says check this box if entire distribution was rolled over. And that fixed it.
‎February 27, 2021
5:31 PM