Retirement tax questions

The above answer is incorrect.    A RMD rollover is NOT a COVID related distribution - it is a simple rollover.

Do NOT say it is COVID related.

 

Delete the 1099-R to reset answer and re-enter.


Answer the RMD question that "None of this distribution was a RMD" or"RMD not required" depending on the TurboTax version - because it was NOT a RMD, there were no 2020 RMD's.

Then you will get the screen to say it was "moved" and all rolled over.

That will put the 1099-R box 1 amount on the 1040 form line 4a with the word ROLLOVER next to it.


**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.**