@NAMKRAB41 wrote:
I followed your instructions, pressing continue after the 1099-R input, but did not get to the "Tell us if you moved the money" screen. How to get there?
Delete the 1099-R you entered 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.**
