@deeG wrote:
I took a partial RMD before the Cares Act and didn't return it to my IRA, so how do I handle this? I keep getting that I will owe a penalty for not taking the RMD. I am a Senior.
I called H & R Block about this and they said to not file my return like that until it is fixed. Not sure what to do. Will the form 8915 handle that?
What block would I select....I took NO RMD?? I can't get anyone online who knows what to do.
Delete the 1099-R to reset the answers and re-enter.
There was no 2020 RMD so answer the RMD questions that "none of this distribution was a RMD" or "RMD not required" to eliminate that.
**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.**
