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Retirement tax questions
If you are over the age of 70 1/2 and get the RMD question you must answer that "None of this distribution was a RMD" or RMD not required" depending on the question, because there was no 2020 RMD. Answering that it was a RMD will prevent the rollover 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.**
March 1, 2021
10:45 AM