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Retirement tax questions
Hi DawnC,
Yes it changed what I filed yesterday. I returned an RMD, but did not check or enter anything under the RMD Section on 1099-R. I had the box checked for inherited IRA from "someone other than spouse" and the box checked for "entire distribution rolled over". Everything worked fine. "rollover" printed on 1040SR line 4b and 0 for the amount. Today after the updates, the full amount of the distribution was listed on line 2b as taxable. ALSO, the program now has me filing a 1040 and not the 1040SR that I actually filed. Only thing that changed was the program. I made no changes to my database.
March 26, 2021
4:06 PM