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Entering return of entire 2020 RMD from Fidelity IRA in Turbotax
I took my 2020 RMD early and then asked Fidelity to reverse the RMD in July 2020.
Turbotax asks me how much of the money I actually returned because it thinks Fidelity withheld money for state and local taxes. On Turbotax, I checked, "I added X to what I received to rollover the entire distribution."
Is this the correct choice? I'm thinking that because the 1099R and form 5498 totals match it must be.
Thanks,
Patrick
March 19, 2021
4:20 PM