dmertz
Level 15

Retirement tax questions

Yes, you need to modify your answers to the questions that follow after you enter the details of the Form 1099-R.  I suggest deleting the 1099-R form, reentering it.  In the follow-up indicate that you moved the money to another retirement account, that you did a combination of rolling over, converting and cashing out, then indicate the amount converted.  If at any point you are asked if any part of your 2020 distribution was an RMD, answer that none of the distribution was RMD.