Please follow these steps to enter your 1099-R and RMD rollover in TurboTax Desktop:
- Open you return in TurboTax
- Click on "Search" on the right top and type “1099-R” in the box
- Click on “Jump to 1099-R”
- Continue "What did you do with this money from this payer?" and select "I moved the money to another retirement account (or returned it to the same account" the select what applies to you.
- Continue answering the questions.
If it was a RMD distribution, RMDs were waived for 2020. You must indicate to TurboTax that none of the distribution was RMD. If you already enter the 1099-R as RMD and changing your answer to the RMD question doesn't work then you have to delete and renter the 1099-R form.
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