- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
In February or earlier in March I completed the forms as you say in your answer. When I went back into TT on March 28, 2021, to correct a completely different 1099 that had been amended, I did an update. After the update when I opened the file, I noticed that my tax liability changed. On Form 1040 line 4b. still said "ROLLOVER" but in the last column the amount was the original RMD. It should have been (and was prior to the update) zero.
I tried updating and answered the first Cares Act question "no" as you indicated in your answer. But this time no screen came up to answer how much I rolled over.
In addition, after I tried to edit the information, the word "ROLLOVER" disappeared.
I tried telephone support with no success.
March 29, 2021
3:58 AM