Retirement tax questions

As said several time in the thread, any IRA distribution in 2020 was NOT an RMD, so the RMD question must be answered that "none of this distribution was a RMD" or "RMD not required". The yiu get the screen to say it was rolled over that will put it on the 1040 form line 4a with the word "ROLLOVER" next to it.

 

Delete the 1099-R to reset the prior answers and re-enter (also it was NOT COVID related).

**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.**