In July 2020, I rolled back the RMD I took in Feb 2020 from a non-spousal inherited IRA, as allowed by the IRS in this announcement -
https://www.irs.gov/newsroom/irs-announces-rollover-relief-for-required-minimum-distributions-from-r...
Unfortunately, after 2+ hours on the phone with Live Help today, I was told:
1. To complete Form 8915-E in the desktop software, which does not seem correct since on page 3 of the IRS Instructions for this form, it specifically excludes RMDs, and then
2. That I wasn't eligible to have rolled back the RMD since it was from a non-spousal inherited IRA, which is also incorrect based upon the announcement from the IRS (see link above) on June 23, 2020.
From googling this and looking at the Form 1040 Instructions, it seems pretty simple -
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https://www.irs.gov/instructions/i1040gi#idm[phone number removed]808
Yet no matter how I answer the questions about this RMD on both TurboTax Desktop and Online, the amount still shows up in my taxable income on my 1040, line 4b.
Can anyone help, please???
