Thanks I really appreciate all your time. Also, if it helps, I am using Turbotax deluxe. (And I am a curious person by nature so I have tried this over and over in many different ways.) As you indicate, although it was initially an RMD, I do click or enter that ""None of this distribution was a RMD" or "RMD not required." That does not seem to be an issue or problem. I am answering as instructed. However, no screen appears after that in terms of asking about a rollover. I know it was for a slightly different question, but in terms of your answer to another question "
- Indicate that none was an RMD or else the entire amount will be taxable. Since an RMD, was not required because of COVID, the IRS needs not know the original intent of the distribution.
- Next it asks, Tell us if you moved the money through a rollover or conversion. Here will will indicate you
rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
Therein lies the problem, no matter what I do, the second question or follow up question about moving money through a rollover or conversion nevers appear on the screen.
The only way i was able to get that question was to change Box 7 from 7 to G. Of course, as soon as I change it back, I lose the answers to the rollover question.
